+1,788.2%
MPWR vs WMB
+282.5%
+1,505.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.7% |
| 7D | +16.8% | +7.8% | +9.0% | +13.3% |
| 30D | +11.9% | -5.1% | +17.0% | +14.6% |
| 3M | +2.2% | -4.7% | +6.9% | +4.3% |
| 6M | -15.5% | -7.4% | -8.1% | -13.1% |
| YTD | +54.2% | +17.5% | +36.7% | +42.6% |
| 1Y | +51.5% | +19.5% | +32.0% | +38.8% |
| 3Y | +180.2% | +121.3% | +58.9% | +95.4% |
| 5Y | +156.8% | +200.5% | -43.8% | +56.3% |
| All | +1,788.2% | +282.5% | +1,505.7% | +859.7% |
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