+1,921.6%
MPWR vs WMB
+278.0%
+1,643.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.2% | +6.8% | +8.0% |
| 7D | +17.3% | +1.6% | +15.7% | +16.9% |
| 30D | +12.1% | -7.1% | +19.2% | +16.0% |
| 3M | +5.6% | -4.0% | +9.6% | +7.5% |
| 6M | -10.7% | -5.7% | -5.0% | -8.9% |
| YTD | +64.0% | +17.2% | +46.8% | +51.8% |
| 1Y | +55.9% | +17.2% | +38.7% | +44.1% |
| 3Y | +199.5% | +121.1% | +78.4% | +109.0% |
| 5Y | +176.6% | +197.2% | -20.6% | +69.2% |
| 10Y | +1,921.6% | +280.9% | +1,640.7% | +928.8% |
| All | +1,921.6% | +278.0% | +1,643.6% | +928.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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