+156.2%
MPWR vs WAB
+214.2%
-58.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -3.0% |
| 7D | +16.8% | +5.1% | +11.7% | +11.4% |
| 30D | +11.9% | +4.0% | +7.9% | +8.4% |
| 3M | +2.2% | +0.1% | +2.1% | +3.3% |
| 6M | -15.5% | +12.8% | -28.3% | -25.6% |
| YTD | +54.2% | +40.1% | +14.1% | +8.1% |
| 1Y | +51.5% | +46.4% | +5.1% | +1.3% |
| 3Y | +180.2% | +167.4% | +12.8% | +1.4% |
| All | +156.2% | +214.2% | -58.0% | -25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling