+14,479.0%
MPWR vs WAT
+786.1%
+13,692.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +1.4% |
| 7D | -2.6% | -1.3% | -1.3% | -1.9% |
| 30D | -9.0% | +2.3% | -11.4% | -10.3% |
| 3M | -25.8% | +8.7% | -34.6% | -29.4% |
| 6M | +11.8% | +28.3% | -16.6% | -4.5% |
| YTD | +35.5% | +7.8% | +27.7% | +26.4% |
| 1Y | +45.3% | +36.6% | +8.7% | +17.7% |
| 3Y | +138.5% | +45.7% | +92.8% | +79.8% |
| 5Y | +152.8% | -3.3% | +156.1% | +138.1% |
| 10Y | +1,616.6% | +162.1% | +1,454.5% | +832.7% |
| All | +14,479.0% | +786.1% | +13,692.9% | +4,226.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling