+14,944.6%
MPWR vs WM
+1,318.2%
+13,626.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.6% | -6.7% | -6.0% |
| 7D | +4.1% | +5.9% | -1.8% | +0.4% |
| 30D | -14.8% | +15.4% | -30.2% | -22.7% |
| 3M | -5.4% | +6.3% | -11.7% | -10.1% |
| 6M | -19.6% | +5.6% | -25.2% | -24.9% |
| YTD | +39.8% | +9.9% | +29.9% | +26.1% |
| 1Y | +32.5% | +20.8% | +11.7% | +11.8% |
| 3Y | +161.4% | +48.5% | +112.9% | +82.9% |
| 5Y | +144.5% | +60.6% | +83.9% | +58.6% |
| 10Y | +1,682.6% | +349.8% | +1,332.8% | +427.8% |
| All | +14,944.6% | +1,318.2% | +13,626.4% | +1,944.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling