+583.6%
WDC vs MPWR
+1,560.2%
-976.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.2% | -6.7% | -4.4% |
| 7D | -28.0% | -1.7% | -26.2% | -27.0% |
| 30D | -34.9% | -16.5% | -18.4% | -27.7% |
| 3M | -41.6% | -12.3% | -29.3% | -37.4% |
| 6M | -45.4% | -27.7% | -17.6% | -34.4% |
| YTD | +53.3% | +32.0% | +21.3% | +35.9% |
| 1Y | +61.5% | +25.1% | +36.4% | +47.8% |
| 3Y | +712.3% | +146.5% | +565.9% | +353.7% |
| 5Y | +524.2% | +126.0% | +398.2% | +227.8% |
| All | +583.6% | +1,560.2% | -976.6% | -9.8% |
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