+17,540.7%
MPWR vs WSM
+2,180.1%
+15,360.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.7% | +8.8% |
| 7D | +17.3% | -3.0% | +20.2% | +18.9% |
| 30D | +12.1% | +10.1% | +2.0% | +7.7% |
| 3M | +5.6% | +4.9% | +0.7% | +3.3% |
| 6M | -10.7% | +49.8% | -60.5% | -24.1% |
| YTD | +64.0% | +48.7% | +15.2% | +39.7% |
| 1Y | +55.9% | +38.7% | +17.2% | +36.2% |
| 3Y | +199.5% | +269.5% | -70.0% | +78.8% |
| 5Y | +176.6% | +179.0% | -2.4% | +77.4% |
| 10Y | +1,921.6% | +1,162.3% | +759.3% | +599.2% |
| All | +17,540.7% | +2,180.1% | +15,360.6% | +3,572.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling