+1,632.7%
MPWR vs WM
+306.5%
+1,326.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.4% |
| 7D | -2.6% | -0.3% | -2.3% | -2.5% |
| 30D | -9.0% | -2.4% | -6.7% | -8.1% |
| 3M | -25.8% | +0.4% | -26.3% | -27.3% |
| 6M | +11.8% | -9.5% | +21.2% | +15.2% |
| YTD | +35.5% | +0.5% | +35.0% | +31.4% |
| 1Y | +45.3% | -1.1% | +46.4% | +41.3% |
| 3Y | +138.5% | +46.0% | +92.4% | +73.1% |
| 5Y | +152.8% | +51.8% | +100.9% | +75.4% |
| All | +1,632.7% | +306.5% | +1,326.2% | +497.8% |
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