+1,921.6%
MPWR vs WAT
+230.7%
+1,690.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.0% | +9.9% | +9.5% |
| 7D | +17.3% | +0.7% | +16.6% | +17.2% |
| 30D | +12.1% | +9.0% | +3.1% | +6.6% |
| 3M | +5.6% | +13.5% | -7.9% | -2.3% |
| 6M | -10.7% | +35.3% | -46.0% | -26.6% |
| YTD | +64.0% | +24.0% | +40.0% | +39.3% |
| 1Y | +55.9% | +22.0% | +34.0% | +33.8% |
| 3Y | +199.5% | +84.0% | +115.5% | +82.9% |
| 5Y | +176.6% | +34.4% | +142.2% | +107.8% |
| 10Y | +1,921.6% | +231.4% | +1,690.2% | +742.4% |
| All | +1,921.6% | +230.7% | +1,690.9% | +742.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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