+528.7%
WDC vs MPWR
+124.2%
+404.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.2% | -6.7% | -4.2% |
| 7D | -28.0% | -1.7% | -26.2% | -27.0% |
| 30D | -34.9% | -16.5% | -18.4% | -28.2% |
| 3M | -41.6% | -12.3% | -29.3% | -37.6% |
| 6M | -45.4% | -27.7% | -17.6% | -35.2% |
| YTD | +53.3% | +32.0% | +21.3% | +39.1% |
| 1Y | +61.5% | +25.1% | +36.4% | +50.6% |
| 3Y | +712.3% | +146.5% | +565.9% | +404.7% |
| All | +528.7% | +124.2% | +404.5% | +269.8% |
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 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