+17,611.3%
MPWR vs WU
-20.5%
+17,631.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -0.3% | +16.9% | +16.7% |
| 7D | +11.6% | +9.1% | +2.5% | +6.3% |
| 30D | +0.1% | +12.1% | -12.0% | -6.1% |
| 3M | -0.8% | +0.3% | -1.2% | -2.8% |
| 6M | -13.0% | -19.1% | +6.1% | -8.5% |
| YTD | +53.9% | -19.2% | +73.1% | +60.4% |
| 1Y | +45.8% | -15.3% | +61.1% | +47.8% |
| 3Y | +194.3% | -21.3% | +215.6% | +200.8% |
| 5Y | +160.1% | -41.7% | +201.8% | +203.2% |
| 10Y | +1,786.5% | -36.0% | +1,822.5% | +1,932.1% |
| All | +17,611.3% | -20.5% | +17,631.8% | +16,715.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling