+156.8%
MPWR vs UUUU
+118.2%
+38.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.7% |
| 7D | -0.6% | +2.8% | -3.4% | -1.3% |
| 30D | -13.1% | +3.4% | -16.5% | -14.1% |
| 3M | -21.7% | -3.9% | -17.9% | -21.4% |
| 6M | +19.5% | -23.2% | +42.7% | +25.2% |
| YTD | +34.9% | +0.6% | +34.4% | +28.6% |
| 1Y | +42.0% | +22.9% | +19.1% | +21.7% |
| 3Y | +148.8% | +98.6% | +50.2% | +65.0% |
| 5Y | +156.8% | +130.2% | +26.6% | +56.9% |
| All | +156.8% | +118.2% | +38.6% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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