+1,632.7%
MPWR vs B
+194.1%
+1,438.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.4% |
| 7D | -2.6% | -1.6% | -1.0% | -2.3% |
| 30D | -9.0% | +9.4% | -18.5% | -11.1% |
| 3M | -25.8% | +5.0% | -30.8% | -26.9% |
| 6M | +11.8% | -3.5% | +15.3% | +11.8% |
| YTD | +35.5% | +4.5% | +31.0% | +33.1% |
| 1Y | +45.3% | +67.8% | -22.5% | +28.7% |
| 3Y | +138.5% | +196.7% | -58.2% | +86.7% |
| 5Y | +152.8% | +151.9% | +0.8% | +99.6% |
| All | +1,632.7% | +194.1% | +1,438.6% | +1,259.7% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 10y: compounded portfolio wealth divided by compounded B 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…
10y analysis · Full analysis span regression · 6 months rolling