+1,632.0%
MPWR vs WMB
+319.8%
+1,312.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -2.6% | +0.6% | -3.1% | -2.8% |
| 30D | -9.0% | +3.3% | -12.3% | -10.5% |
| 3M | -25.8% | +3.1% | -29.0% | -27.1% |
| 6M | +11.8% | -0.7% | +12.5% | +11.3% |
| YTD | +35.5% | +25.2% | +10.3% | +21.8% |
| 1Y | +45.3% | +32.9% | +12.5% | +26.4% |
| 3Y | +138.5% | +140.6% | -2.1% | +60.4% |
| 5Y | +152.8% | +273.5% | -120.7% | +40.0% |
| All | +1,632.0% | +319.8% | +1,312.2% | +756.2% |
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