+125.2%
MPWR vs WAT
+32.4%
+92.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.0% | +4.2% | +4.7% |
| 7D | -1.7% | -1.1% | -0.6% | -1.0% |
| 30D | -16.5% | +5.0% | -21.5% | -18.7% |
| 3M | -12.3% | +14.5% | -26.8% | -18.8% |
| 6M | -27.7% | +30.9% | -58.7% | -38.6% |
| YTD | +32.0% | +20.5% | +11.5% | +15.7% |
| 1Y | +25.1% | +23.3% | +1.8% | +7.9% |
| 3Y | +146.5% | +81.5% | +65.0% | +52.7% |
| All | +125.2% | +32.4% | +92.8% | +71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling