+1,226.5%
MPWR vs WBD
-12.6%
+1,239.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | -4.7% | +1.0% | -5.6% | -4.9% |
| 30D | -2.3% | +26.7% | -29.0% | -8.4% |
| 3M | +20.3% | +91.1% | -70.8% | -1.3% |
| 6M | +51.1% | +164.8% | -113.7% | +12.4% |
| YTD | +63.0% | +114.5% | -51.5% | +28.6% |
| 1Y | +24.7% | +141.9% | -117.3% | -5.5% |
| 3Y | +177.9% | +120.7% | +57.2% | +104.1% |
| 5Y | +178.1% | +8.3% | +169.8% | +97.4% |
| All | +1,226.5% | -12.6% | +1,239.1% | +926.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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