+123.1%
MPWR vs WSM
+176.6%
-53.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.8% | +7.0% | +6.1% |
| 7D | -1.7% | +0.5% | -2.3% | -2.3% |
| 30D | -16.5% | +6.0% | -22.5% | -19.5% |
| 3M | -12.3% | +3.2% | -15.5% | -14.4% |
| 6M | -27.7% | +37.1% | -64.9% | -39.9% |
| YTD | +32.0% | +44.2% | -12.2% | +6.8% |
| 1Y | +25.1% | +34.2% | -9.1% | +4.7% |
| 3Y | +146.5% | +249.3% | -102.8% | +19.8% |
| All | +123.1% | +176.6% | -53.5% | +20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling