+32.5%
MPWR vs WU
-18.0%
+50.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +5.4% | -10.5% | -3.7% |
| 7D | +4.1% | +8.2% | -4.1% | +6.3% |
| 30D | -14.8% | +8.0% | -22.8% | -13.0% |
| 3M | -5.4% | -6.6% | +1.2% | -6.3% |
| 6M | -19.6% | -23.3% | +3.7% | -20.1% |
| YTD | +39.8% | -22.4% | +62.2% | +39.7% |
| 1Y | +32.5% | -18.0% | +50.5% | +32.9% |
| All | +32.5% | -18.0% | +50.5% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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