+167.3%
MPWR vs A
+12.3%
+155.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -0.5% |
| 7D | +27.9% | +0.7% | +27.2% | +27.7% |
| 30D | +9.7% | +0.8% | +8.9% | +9.5% |
| 3M | +1.7% | +16.9% | -15.2% | -9.1% |
| 6M | -9.2% | +53.8% | -63.0% | -35.1% |
| YTD | +60.5% | +28.1% | +32.4% | +30.7% |
| 1Y | +52.0% | +15.0% | +37.0% | +35.0% |
| 3Y | +193.1% | +63.1% | +130.0% | +85.6% |
| 5Y | +167.3% | +11.5% | +155.8% | +119.5% |
| All | +167.3% | +12.3% | +155.0% | +119.5% |
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