+114.8%
MPWR vs ALLE
+51.8%
+63.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.9% | -7.4% | -8.2% |
| 7D | -5.6% | 0.0% | -5.7% | -5.6% |
| 30D | -23.2% | +20.6% | -43.8% | -34.2% |
| 3M | -15.8% | +11.4% | -27.2% | -23.4% |
| 6M | -28.5% | +42.5% | -71.1% | -47.7% |
| YTD | +25.5% | +18.9% | +6.6% | +5.5% |
| 1Y | +13.9% | +14.2% | -0.3% | -0.9% |
| 3Y | +134.6% | +90.7% | +43.9% | +25.2% |
| 5Y | +114.8% | +52.5% | +62.4% | +33.3% |
| All | +114.8% | +51.8% | +63.0% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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