+1,865.4%
MPWR vs WU
-39.7%
+1,905.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.6% |
| 7D | +27.9% | -5.3% | +33.2% | +30.5% |
| 30D | +9.7% | +9.0% | +0.7% | +4.6% |
| 3M | +1.7% | -3.6% | +5.3% | +1.5% |
| 6M | -9.2% | -19.4% | +10.2% | -4.5% |
| YTD | +60.5% | -21.7% | +82.2% | +69.8% |
| 1Y | +52.0% | -16.1% | +68.2% | +54.5% |
| 3Y | +193.1% | -24.1% | +217.3% | +203.0% |
| 5Y | +167.3% | -44.1% | +211.4% | +221.4% |
| All | +1,865.4% | -39.7% | +1,905.2% | +1,935.4% |
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