+1,650.0%
MPWR vs WPM
+502.1%
+1,147.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -0.6% | +7.0% | -7.6% | -2.3% |
| 30D | -13.1% | +15.7% | -28.8% | -16.3% |
| 3M | -21.7% | +35.2% | -56.9% | -27.8% |
| 6M | +19.5% | +6.1% | +13.4% | +16.5% |
| YTD | +34.9% | +32.6% | +2.3% | +24.7% |
| 1Y | +42.0% | +46.9% | -4.9% | +27.7% |
| 3Y | +148.8% | +276.3% | -127.5% | +78.9% |
| 5Y | +156.8% | +260.0% | -103.2% | +82.4% |
| 10Y | +1,650.0% | +508.5% | +1,141.5% | +1,113.4% |
| All | +1,650.0% | +502.1% | +1,147.9% | +1,113.4% |
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