+155.2%
MPWR vs WM
+52.1%
+103.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.0% |
| 7D | -2.6% | -0.3% | -2.3% | -2.6% |
| 30D | -9.0% | -2.4% | -6.7% | -8.8% |
| 3M | -25.8% | +0.4% | -26.3% | -26.6% |
| 6M | +11.8% | -9.5% | +21.2% | +13.5% |
| YTD | +35.5% | +0.5% | +35.0% | +33.2% |
| 1Y | +45.3% | -1.1% | +46.4% | +43.4% |
| 3Y | +138.5% | +46.0% | +92.4% | +91.5% |
| All | +155.2% | +52.1% | +103.1% | +92.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling