+167.3%
MPWR vs ALLY
-10.9%
+178.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.7% |
| 7D | +27.9% | -2.1% | +30.1% | +29.7% |
| 30D | +9.7% | +2.0% | +7.7% | +8.1% |
| 3M | +1.7% | -13.3% | +15.1% | +9.9% |
| 6M | -9.2% | -9.9% | +0.6% | -4.9% |
| YTD | +60.5% | -13.5% | +74.0% | +71.2% |
| 1Y | +52.0% | -2.8% | +54.9% | +50.7% |
| 3Y | +193.1% | +63.4% | +129.7% | +109.4% |
| 5Y | +167.3% | -10.9% | +178.1% | +179.1% |
| All | +167.3% | -10.9% | +178.2% | +179.1% |
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