+160.1%
MPWR vs WY
-31.5%
+191.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.7% | +15.9% | +16.1% |
| 7D | +11.6% | -0.8% | +12.3% | +11.5% |
| 30D | +0.1% | +10.6% | -10.5% | -7.9% |
| 3M | -0.8% | -16.6% | +15.8% | +11.5% |
| 6M | -13.0% | -8.6% | -4.4% | -10.3% |
| YTD | +53.9% | -8.4% | +62.3% | +56.0% |
| 1Y | +45.8% | -5.1% | +50.9% | +42.7% |
| 3Y | +194.3% | -21.9% | +216.2% | +225.5% |
| 5Y | +160.1% | -31.3% | +191.5% | +248.7% |
| All | +160.1% | -31.5% | +191.7% | +248.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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