+1,701.0%
MPWR vs WU
-40.4%
+1,741.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.7% |
| 7D | -0.6% | -0.8% | +0.2% | -0.3% |
| 30D | -13.1% | -1.1% | -11.9% | -12.9% |
| 3M | -21.7% | -1.8% | -19.9% | -24.2% |
| 6M | +19.5% | -23.9% | +43.4% | +31.1% |
| YTD | +34.9% | -20.4% | +55.3% | +43.8% |
| 1Y | +42.0% | -10.6% | +52.5% | +40.1% |
| 3Y | +148.8% | -27.7% | +176.5% | +167.5% |
| 5Y | +156.8% | -51.1% | +207.9% | +238.2% |
| All | +1,701.0% | -40.4% | +1,741.4% | +1,807.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling