+125.2%
MPWR vs ALLY
-9.5%
+134.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.7% | +6.9% | +6.2% |
| 7D | -1.7% | +0.9% | -2.7% | -2.5% |
| 30D | -16.5% | +3.1% | -19.6% | -18.4% |
| 3M | -12.3% | -12.6% | +0.3% | -5.8% |
| 6M | -27.7% | -12.4% | -15.3% | -23.2% |
| YTD | +32.0% | -13.2% | +45.2% | +40.2% |
| 1Y | +25.1% | +1.8% | +23.3% | +20.3% |
| 3Y | +146.5% | +58.0% | +88.5% | +79.3% |
| All | +125.2% | -9.5% | +134.7% | +134.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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