+114.0%
MPWR vs WEC
+54.4%
+59.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +0.2% | -10.5% | -10.3% |
| 7D | -5.6% | +3.2% | -8.8% | -5.3% |
| 30D | -23.2% | +14.7% | -37.9% | -22.2% |
| 3M | -15.8% | +10.2% | -26.0% | -14.9% |
| 6M | -28.5% | +4.5% | -33.0% | -28.0% |
| YTD | +25.5% | +15.1% | +10.4% | +26.5% |
| 1Y | +13.9% | +9.4% | +4.5% | +14.8% |
| 3Y | +134.6% | +56.9% | +77.7% | +132.7% |
| All | +114.0% | +54.4% | +59.6% | +120.7% |
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