+567.0%
WDC vs MPWR
+155.3%
+411.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.9% | -1.1% | -2.9% |
| 7D | +12.1% | +16.8% | -4.7% | +3.1% |
| 30D | -18.8% | +11.9% | -30.7% | -23.1% |
| 3M | -39.3% | +2.2% | -41.5% | -40.1% |
| 6M | -40.1% | -15.5% | -24.6% | -34.8% |
| YTD | +71.8% | +54.2% | +17.6% | +43.6% |
| 1Y | +88.5% | +51.5% | +37.0% | +59.1% |
| 3Y | +770.0% | +180.2% | +589.8% | +405.4% |
| All | +567.0% | +155.3% | +411.7% | +258.3% |
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