+1,786.5%
MPWR vs WMB
+267.9%
+1,518.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.7% | +12.9% | +15.0% |
| 7D | +11.6% | -6.7% | +18.2% | +15.4% |
| 30D | +0.1% | -8.6% | +8.7% | +4.2% |
| 3M | -0.8% | -4.9% | +4.1% | +1.3% |
| 6M | -13.0% | -6.3% | -6.7% | -11.0% |
| YTD | +53.9% | +13.0% | +40.9% | +44.7% |
| 1Y | +45.8% | +14.9% | +30.9% | +35.9% |
| 3Y | +194.3% | +113.4% | +80.9% | +108.5% |
| 5Y | +160.1% | +190.2% | -30.0% | +60.9% |
| 10Y | +1,786.5% | +259.9% | +1,526.6% | +878.5% |
| All | +1,786.5% | +267.9% | +1,518.6% | +878.5% |
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