+146.5%
MPWR vs WMB
+97.7%
+48.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.5% | +5.3% |
| 7D | -1.7% | -13.8% | +12.1% | +4.6% |
| 30D | -16.5% | -10.3% | -6.2% | -12.6% |
| 3M | -12.3% | -10.1% | -2.2% | -8.4% |
| 6M | -27.7% | -11.8% | -15.9% | -24.4% |
| YTD | +32.0% | +8.9% | +23.1% | +25.0% |
| 1Y | +25.1% | +14.0% | +11.1% | +15.6% |
| 3Y | +146.5% | +100.5% | +46.0% | +120.6% |
| All | +146.5% | +97.7% | +48.8% | +120.6% |
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