+155.2%
MPWR vs WEC
+31.0%
+124.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +0.8% |
| 7D | -2.6% | -0.3% | -2.3% | -2.6% |
| 30D | -9.0% | -1.3% | -7.7% | -9.1% |
| 3M | -25.8% | -3.9% | -21.9% | -26.1% |
| 6M | +11.8% | -8.3% | +20.1% | +11.3% |
| YTD | +35.5% | +3.1% | +32.4% | +35.1% |
| 1Y | +45.3% | +1.9% | +43.4% | +44.8% |
| 3Y | +138.5% | +41.9% | +96.5% | +133.6% |
| All | +155.2% | +31.0% | +124.2% | +151.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling