+52.0%
MPWR vs WSM
+31.6%
+20.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.5% | +2.4% | -0.3% |
| 7D | +27.9% | -3.2% | +31.1% | +29.7% |
| 30D | +9.7% | +4.6% | +5.0% | +7.2% |
| 3M | +1.7% | +2.4% | -0.7% | +0.2% |
| 6M | -9.2% | +43.7% | -52.9% | -26.9% |
| YTD | +60.5% | +42.1% | +18.4% | +31.6% |
| 1Y | +52.0% | +32.3% | +19.8% | +26.8% |
| All | +52.0% | +31.6% | +20.5% | +26.8% |
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