+1,786.5%
MPWR vs WCC
+492.1%
+1,294.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +8.1% | +8.5% | +12.4% |
| 7D | +11.6% | -5.7% | +17.3% | +15.5% |
| 30D | +0.1% | -13.5% | +13.6% | +8.1% |
| 3M | -0.8% | -12.9% | +12.1% | +6.9% |
| 6M | -13.0% | -10.7% | -2.4% | -7.4% |
| YTD | +53.9% | +30.0% | +23.9% | +36.6% |
| 1Y | +45.8% | +24.7% | +21.1% | +31.9% |
| 3Y | +194.3% | +136.6% | +57.7% | +88.6% |
| 5Y | +160.1% | +143.9% | +16.2% | +59.6% |
| 10Y | +1,786.5% | +465.9% | +1,320.6% | +697.0% |
| All | +1,786.5% | +492.1% | +1,294.5% | +697.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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