+1,786.5%
MPWR vs WAB
+305.5%
+1,481.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +5.1% | +11.5% | +13.2% |
| 7D | +11.6% | +4.0% | +7.6% | +9.4% |
| 30D | +0.1% | +4.5% | -4.3% | -1.9% |
| 3M | -0.8% | +2.3% | -3.1% | -1.3% |
| 6M | -13.0% | +12.5% | -25.5% | -19.0% |
| YTD | +53.9% | +40.2% | +13.7% | +25.3% |
| 1Y | +45.8% | +45.2% | +0.6% | +16.2% |
| 3Y | +194.3% | +171.8% | +22.4% | +66.9% |
| 5Y | +160.1% | +217.6% | -57.4% | +37.4% |
| 10Y | +1,786.5% | +285.3% | +1,501.2% | +681.3% |
| All | +1,786.5% | +305.5% | +1,481.0% | +681.3% |
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