+1,650.0%
MPWR vs WEC
+143.0%
+1,507.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | -0.6% | +0.8% | -1.4% | -0.8% |
| 30D | -13.1% | +0.3% | -13.4% | -13.2% |
| 3M | -21.7% | -2.9% | -18.8% | -21.5% |
| 6M | +19.5% | -5.9% | +25.4% | +20.5% |
| YTD | +34.9% | +4.1% | +30.8% | +32.8% |
| 1Y | +42.0% | +3.1% | +38.8% | +39.8% |
| 3Y | +148.8% | +40.8% | +108.0% | +122.1% |
| 5Y | +156.8% | +31.7% | +125.1% | +130.8% |
| 10Y | +1,650.0% | +141.1% | +1,508.9% | +1,306.2% |
| All | +1,650.0% | +143.0% | +1,507.0% | +1,306.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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