+148.8%
MPWR vs WSM
+239.4%
-90.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -0.6% | +2.6% | -3.2% | -1.8% |
| 30D | -13.1% | -9.5% | -3.5% | -8.9% |
| 3M | -21.7% | +12.9% | -34.6% | -27.2% |
| 6M | +19.5% | +23.0% | -3.5% | +6.4% |
| YTD | +34.9% | +28.9% | +6.0% | +17.3% |
| 1Y | +42.0% | +13.7% | +28.3% | +30.8% |
| 3Y | +148.8% | +232.6% | -83.8% | +52.1% |
| All | +148.8% | +239.4% | -90.6% | +52.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling