+901.5%
LITE vs MPWR
+153.3%
+748.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.5% |
| 7D | -1.5% | -2.6% | +1.0% | 0.0% |
| 30D | +6.7% | -9.0% | +15.7% | +13.4% |
| 3M | -6.8% | -25.8% | +19.1% | +10.4% |
| 6M | +29.4% | +11.8% | +17.7% | +24.3% |
| YTD | +139.1% | +35.5% | +103.6% | +108.8% |
| 1Y | +521.0% | +45.3% | +475.7% | +427.7% |
| 3Y | +1,535.3% | +138.5% | +1,396.8% | +954.8% |
| All | +901.5% | +153.3% | +748.3% | +459.3% |
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