+43.1%
MPWR vs WAT
+27.0%
+16.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +4.2% | +12.4% | +15.2% |
| 7D | +11.6% | +6.0% | +5.5% | +9.8% |
| 30D | +0.1% | +9.9% | -9.8% | -2.5% |
| 3M | -0.8% | +17.2% | -18.0% | -5.1% |
| 6M | -13.0% | +34.2% | -47.3% | -19.8% |
| YTD | +53.9% | +25.5% | +28.4% | +41.9% |
| All | +43.1% | +27.0% | +16.1% | +31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling