+84.2%
ASML vs MPWR
+141.1%
-56.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.1% | +1.5% | -0.9% |
| 7D | -10.0% | +4.1% | -14.1% | -12.2% |
| 30D | -19.4% | -14.8% | -4.7% | -12.5% |
| 3M | -12.5% | -5.4% | -7.1% | -10.7% |
| 6M | +8.2% | -19.6% | +27.8% | +19.2% |
| YTD | +40.7% | +39.8% | +0.9% | +13.9% |
| 1Y | +46.1% | +32.5% | +13.6% | +21.7% |
| 3Y | +138.5% | +161.4% | -23.0% | +21.2% |
| 5Y | +84.2% | +144.5% | -60.3% | -10.3% |
| All | +84.2% | +141.1% | -56.9% | -10.3% |
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