+13,397.9%
MPWR vs WMB
+1,178.2%
+12,219.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -5.3% | -5.0% | -8.4% |
| 7D | -5.6% | -14.2% | +8.6% | -0.4% |
| 30D | -23.2% | -11.2% | -12.0% | -20.0% |
| 3M | -15.8% | -9.9% | -5.9% | -12.8% |
| 6M | -28.5% | -14.4% | -14.2% | -25.0% |
| YTD | +25.5% | +9.2% | +16.2% | +20.9% |
| 1Y | +13.9% | +15.1% | -1.2% | +7.6% |
| 3Y | +134.6% | +99.2% | +35.3% | +82.6% |
| 5Y | +114.8% | +180.2% | -65.4% | +48.1% |
| 10Y | +1,499.3% | +273.7% | +1,225.6% | +840.7% |
| All | +13,397.9% | +1,178.2% | +12,219.7% | +4,280.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling