+1,786.5%
MPWR vs WU
-36.4%
+1,822.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -0.3% | +16.9% | +16.7% |
| 7D | +11.6% | +9.1% | +2.5% | +6.9% |
| 30D | +0.1% | +12.1% | -12.0% | -5.4% |
| 3M | -0.8% | +0.3% | -1.2% | -2.5% |
| 6M | -13.0% | -19.1% | +6.1% | -8.2% |
| YTD | +53.9% | -19.2% | +73.1% | +61.0% |
| 1Y | +45.8% | -15.3% | +61.1% | +48.2% |
| 3Y | +194.3% | -21.3% | +215.6% | +200.0% |
| 5Y | +160.1% | -41.7% | +201.8% | +206.5% |
| 10Y | +1,786.5% | -36.0% | +1,822.5% | +1,774.7% |
| All | +1,786.5% | -36.4% | +1,822.9% | +1,774.7% |
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