+847.8%
MU vs MPWR
+124.2%
+723.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.2% | -0.1% | +1.9% |
| 7D | -22.0% | -1.7% | -20.3% | -20.7% |
| 30D | -36.6% | -16.5% | -20.1% | -28.7% |
| 3M | -21.7% | -12.3% | -9.4% | -15.2% |
| 6M | +3.5% | -27.7% | +31.3% | +28.2% |
| YTD | +141.9% | +32.0% | +109.9% | +111.9% |
| 1Y | +189.8% | +25.1% | +164.8% | +162.9% |
| 3Y | +855.4% | +146.5% | +708.9% | +465.1% |
| All | +847.8% | +124.2% | +723.7% | +440.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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