+1,786.5%
MPWR vs WAT
+232.2%
+1,554.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +4.2% | +12.4% | +14.0% |
| 7D | +11.6% | +6.0% | +5.5% | +8.2% |
| 30D | +0.1% | +9.9% | -9.8% | -5.2% |
| 3M | -0.8% | +17.2% | -18.0% | -9.9% |
| 6M | -13.0% | +34.2% | -47.3% | -28.1% |
| YTD | +53.9% | +25.5% | +28.4% | +29.9% |
| 1Y | +45.8% | +28.3% | +17.6% | +21.2% |
| 3Y | +194.3% | +88.4% | +105.9% | +77.2% |
| 5Y | +160.1% | +36.1% | +124.0% | +93.9% |
| 10Y | +1,786.5% | +234.8% | +1,551.7% | +687.6% |
| All | +1,786.5% | +232.2% | +1,554.3% | +687.6% |
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