+1,865.4%
MPWR vs WAB
+269.8%
+1,595.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.3% |
| 7D | +27.9% | +7.9% | +20.0% | +22.1% |
| 30D | +9.7% | +4.9% | +4.8% | +7.1% |
| 3M | +1.7% | +1.8% | -0.1% | +1.5% |
| 6M | -9.2% | +12.0% | -21.2% | -15.3% |
| YTD | +60.5% | +41.3% | +19.2% | +29.9% |
| 1Y | +52.0% | +43.8% | +8.2% | +21.7% |
| 3Y | +193.1% | +171.1% | +22.1% | +66.0% |
| 5Y | +167.3% | +217.7% | -50.5% | +40.6% |
| All | +1,865.4% | +269.8% | +1,595.7% | +672.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling