+41.3%
MPWR vs WSM
+14.1%
+27.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -1.3% | +2.6% | -3.9% | -2.5% |
| 30D | -12.8% | -9.3% | -3.6% | -8.7% |
| 3M | -21.3% | +7.1% | -28.4% | -25.5% |
| 6M | +13.7% | +21.7% | -8.0% | -1.2% |
| YTD | +33.3% | +28.7% | +4.5% | +11.7% |
| 1Y | +41.3% | +13.9% | +27.4% | +24.0% |
| All | +41.3% | +14.1% | +27.2% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling