+1,650.0%
MPWR vs WAB
+283.1%
+1,366.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.8% |
| 7D | -0.6% | +1.7% | -2.3% | -1.7% |
| 30D | -13.1% | -2.4% | -10.6% | -11.7% |
| 3M | -21.7% | +9.7% | -31.4% | -26.7% |
| 6M | +19.5% | +16.5% | +3.0% | +8.3% |
| YTD | +34.9% | +33.7% | +1.2% | +12.3% |
| 1Y | +42.0% | +49.7% | -7.7% | +10.2% |
| 3Y | +148.8% | +170.9% | -22.1% | +41.0% |
| 5Y | +156.8% | +228.0% | -71.2% | +34.1% |
| 10Y | +1,650.0% | +284.8% | +1,365.2% | +613.3% |
| All | +1,650.0% | +283.1% | +1,366.9% | +613.3% |
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