+176.6%
MPWR vs A
+14.4%
+162.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.5% | +9.4% | +9.3% |
| 7D | +17.3% | -0.1% | +17.4% | +17.9% |
| 30D | +12.1% | +3.3% | +8.8% | +9.9% |
| 3M | +5.6% | +18.5% | -12.9% | -6.6% |
| 6M | -10.7% | +59.3% | -70.0% | -37.9% |
| YTD | +64.0% | +31.0% | +32.9% | +31.4% |
| 1Y | +55.9% | +19.3% | +36.6% | +34.7% |
| 3Y | +199.5% | +66.8% | +132.7% | +86.6% |
| 5Y | +176.6% | +15.5% | +161.1% | +122.5% |
| All | +176.6% | +14.4% | +162.2% | +122.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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