+1,542.6%
MPWR vs WM
+339.4%
+1,203.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.1% | +7.3% | +6.1% |
| 7D | -1.7% | +1.2% | -3.0% | -2.4% |
| 30D | -16.5% | +13.1% | -29.6% | -21.5% |
| 3M | -12.3% | +3.6% | -15.9% | -14.4% |
| 6M | -27.7% | +8.1% | -35.8% | -32.1% |
| YTD | +32.0% | +8.9% | +23.1% | +22.5% |
| 1Y | +25.1% | +20.3% | +4.8% | +9.4% |
| 3Y | +146.5% | +46.2% | +100.3% | +81.8% |
| 5Y | +126.0% | +59.9% | +66.2% | +53.8% |
| All | +1,542.6% | +339.4% | +1,203.2% | +455.5% |
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