+146.5%
MPWR vs WAB
+157.8%
-11.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.8% | +3.4% | +3.2% |
| 7D | -1.7% | +1.4% | -3.2% | -2.8% |
| 30D | -16.5% | +0.4% | -16.9% | -16.4% |
| 3M | -12.3% | -3.8% | -8.4% | -7.9% |
| 6M | -27.7% | +5.1% | -32.8% | -32.0% |
| YTD | +32.0% | +33.3% | -1.3% | -4.6% |
| 1Y | +25.1% | +39.8% | -14.7% | -14.4% |
| 3Y | +146.5% | +161.1% | -14.6% | -9.6% |
| All | +146.5% | +157.8% | -11.3% | -9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling