+4,238.5%
MPWR vs USFR
+27.5%
+4,211.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.6% | +0.1% | -2.6% | -2.6% |
| 30D | -9.0% | +0.3% | -9.3% | -9.1% |
| 3M | -25.8% | +1.0% | -26.8% | -26.0% |
| 6M | +11.8% | +1.9% | +9.8% | +11.2% |
| YTD | +35.5% | +2.6% | +32.9% | +34.6% |
| 1Y | +45.3% | +4.0% | +41.3% | +43.8% |
| 3Y | +138.5% | +14.1% | +124.3% | +128.2% |
| 5Y | +152.8% | +20.4% | +132.4% | +137.0% |
| 10Y | +1,616.6% | +28.0% | +1,588.6% | +1,493.2% |
| All | +4,238.5% | +27.5% | +4,211.0% | +3,852.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 all: compounded portfolio wealth divided by compounded USFR 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…
all analysis · Full analysis span regression · 6 months rolling