+1,461.2%
MPWR vs WM
+348.7%
+1,112.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +1.2% | -11.4% | -10.8% |
| 7D | -5.6% | +4.5% | -10.1% | -7.5% |
| 30D | -23.2% | +16.1% | -39.3% | -28.5% |
| 3M | -15.8% | +8.0% | -23.8% | -19.2% |
| 6M | -28.5% | +8.4% | -37.0% | -32.8% |
| YTD | +25.5% | +11.2% | +14.2% | +15.5% |
| 1Y | +13.9% | +22.3% | -8.4% | -0.9% |
| 3Y | +134.6% | +50.2% | +84.3% | +70.8% |
| 5Y | +114.8% | +63.3% | +51.6% | +45.0% |
| All | +1,461.2% | +348.7% | +1,112.5% | +423.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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