+444.2%
V vs MPWR
+1,847.3%
-1,403.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +16.6% | -16.7% | -3.5% |
| 7D | -0.8% | +11.6% | -12.4% | -3.5% |
| 30D | +9.5% | +0.1% | +9.4% | +8.7% |
| 3M | +16.7% | -0.8% | +17.5% | +15.3% |
| 6M | +32.9% | -13.0% | +46.0% | +32.7% |
| YTD | +21.1% | +53.9% | -32.8% | +4.0% |
| 1Y | +26.6% | +45.8% | -19.2% | +10.1% |
| 3Y | +78.4% | +194.3% | -115.9% | +15.5% |
| 5Y | +105.5% | +160.1% | -54.7% | +27.3% |
| 10Y | +444.2% | +1,786.5% | -1,342.3% | +33.8% |
| All | +444.2% | +1,847.3% | -1,403.1% | +33.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling