+162.0%
MPWR vs WM
+61.6%
+100.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.2% |
| 7D | +2.2% | +1.2% | +1.1% | +2.1% |
| 30D | -2.1% | +13.7% | -15.7% | -3.3% |
| 3M | -1.6% | +5.2% | -6.8% | -2.0% |
| 6M | -14.9% | +11.2% | -26.1% | -16.9% |
| YTD | +50.5% | +9.4% | +41.1% | +46.8% |
| 1Y | +40.0% | +20.4% | +19.6% | +32.2% |
| 3Y | +175.0% | +44.7% | +130.3% | +128.8% |
| 5Y | +162.0% | +58.5% | +103.5% | +100.8% |
| All | +162.0% | +61.6% | +100.3% | +100.8% |
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 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