+1,791.8%
MPWR vs WPM
+556.6%
+1,235.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.1% | +2.9% | -0.9% |
| 7D | +2.2% | +16.4% | -14.1% | -1.8% |
| 30D | -2.1% | -1.5% | -0.6% | -1.8% |
| 3M | -1.6% | +2.6% | -4.1% | -2.5% |
| 6M | -14.9% | -1.3% | -13.6% | -15.3% |
| YTD | +50.5% | +16.8% | +33.8% | +43.2% |
| 1Y | +40.0% | +34.1% | +5.9% | +28.8% |
| 3Y | +175.0% | +225.1% | -50.2% | +103.3% |
| 5Y | +162.0% | +234.5% | -72.5% | +88.6% |
| 10Y | +1,791.8% | +674.1% | +1,117.7% | +1,190.5% |
| All | +1,791.8% | +556.6% | +1,235.2% | +1,190.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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