+155.2%
MPWR vs WU
-50.7%
+205.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | -2.6% | -0.8% | -1.8% | -2.4% |
| 30D | -9.0% | -1.1% | -7.9% | -8.9% |
| 3M | -25.8% | -3.9% | -22.0% | -26.8% |
| 6M | +11.8% | -20.7% | +32.4% | +18.6% |
| YTD | +35.5% | -18.4% | +53.9% | +41.5% |
| 1Y | +45.3% | -8.1% | +53.4% | +42.4% |
| 3Y | +138.5% | -24.2% | +162.6% | +146.4% |
| All | +155.2% | -50.7% | +205.8% | +195.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling