+114.8%
MPWR vs USFD
+184.3%
-69.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.8% | -7.5% | -8.7% |
| 7D | -5.6% | +3.9% | -9.5% | -8.3% |
| 30D | -23.2% | +10.7% | -33.9% | -28.4% |
| 3M | -15.8% | +6.3% | -22.1% | -19.8% |
| 6M | -28.5% | +16.2% | -44.8% | -36.9% |
| YTD | +25.5% | +41.9% | -16.4% | -5.3% |
| 1Y | +13.9% | +44.2% | -30.3% | -15.4% |
| 3Y | +134.6% | +159.8% | -25.2% | +13.0% |
| 5Y | +114.8% | +177.1% | -62.3% | -11.7% |
| All | +114.8% | +184.3% | -69.4% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded USFD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling