+40.0%
MPWR vs WMB
+16.3%
+23.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.8% |
| 7D | +2.2% | -6.9% | +9.1% | +4.1% |
| 30D | -2.1% | -7.2% | +5.1% | -0.1% |
| 3M | -1.6% | -5.4% | +3.9% | 0.0% |
| 6M | -14.9% | -4.9% | -10.1% | -14.8% |
| YTD | +50.5% | +14.7% | +35.8% | +49.5% |
| 1Y | +40.0% | +14.7% | +25.3% | +39.2% |
| All | +40.0% | +16.3% | +23.7% | +39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling