+25,618.8%
AVGO vs MPWR
+5,728.0%
+19,890.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -10.3% | -0.1% | -5.0% |
| 7D | -15.5% | -5.6% | -9.9% | -12.9% |
| 30D | -22.4% | -23.2% | +0.8% | -11.1% |
| 3M | -30.2% | -15.8% | -14.4% | -24.4% |
| 6M | -31.6% | -28.5% | -3.0% | -20.7% |
| YTD | -15.3% | +25.5% | -40.8% | -28.7% |
| 1Y | -18.2% | +13.9% | -32.1% | -27.4% |
| 3Y | +241.2% | +134.6% | +106.6% | +94.0% |
| 5Y | +469.8% | +114.8% | +355.0% | +206.2% |
| 10Y | +2,106.2% | +1,499.3% | +606.9% | +270.4% |
| All | +25,618.8% | +5,728.0% | +19,890.9% | +1,960.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling