+2,331.0%
LITE vs MPWR
+1,606.4%
+724.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.5% |
| 7D | -1.5% | -2.6% | +1.0% | +0.1% |
| 30D | +6.7% | -9.0% | +15.7% | +13.9% |
| 3M | -6.8% | -25.8% | +19.1% | +12.1% |
| 6M | +29.4% | +11.8% | +17.7% | +23.1% |
| YTD | +139.1% | +35.5% | +103.6% | +103.5% |
| 1Y | +521.0% | +45.3% | +475.7% | +410.9% |
| 3Y | +1,535.3% | +138.5% | +1,396.8% | +825.2% |
| 5Y | +889.8% | +152.8% | +737.1% | +376.2% |
| All | +2,331.0% | +1,606.4% | +724.6% | +123.6% |
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 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