+449.6%
V vs MPWR
+1,477.9%
-1,028.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -10.3% | +7.1% | -1.1% |
| 7D | +2.9% | -5.6% | +8.6% | +3.9% |
| 30D | +14.0% | -23.2% | +37.2% | +19.8% |
| 3M | +14.9% | -15.8% | +30.7% | +17.8% |
| 6M | +31.7% | -28.5% | +60.3% | +37.2% |
| YTD | +21.2% | +25.5% | -4.2% | +9.0% |
| 1Y | +25.3% | +13.9% | +11.4% | +15.1% |
| 3Y | +77.5% | +134.6% | -57.1% | +21.1% |
| 5Y | +102.6% | +114.8% | -12.3% | +30.7% |
| All | +449.6% | +1,477.9% | -1,028.3% | +40.4% |
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