+136.7%
MPWR vs WMB
+140.5%
-3.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -10.4% |
| 3M | -25.8% | +3.1% | -29.0% | -27.2% |
| 6M | +11.8% | -0.7% | +12.5% | +11.1% |
| YTD | +35.5% | +25.2% | +10.3% | +20.7% |
| 1Y | +45.3% | +32.9% | +12.5% | +24.0% |
| All | +136.7% | +140.5% | -3.8% | +73.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling