+383.5%
V vs MPWR
+1,636.1%
-1,252.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | -1.7% | -2.6% | +0.9% | -1.2% |
| 30D | +2.0% | -9.0% | +11.0% | +3.8% |
| 3M | +17.4% | -25.8% | +43.2% | +23.1% |
| 6M | +17.5% | +11.8% | +5.7% | +10.5% |
| YTD | +7.6% | +35.5% | -27.9% | -4.0% |
| 1Y | +7.7% | +45.3% | -37.6% | -6.4% |
| 3Y | +54.7% | +138.5% | -83.8% | +6.1% |
| 5Y | +73.0% | +152.8% | -79.7% | +6.7% |
| All | +383.5% | +1,636.1% | -1,252.6% | +18.0% |
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