+1,865.4%
MPWR vs B
+218.7%
+1,646.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.3% |
| 7D | +27.9% | -6.2% | +34.1% | +30.1% |
| 30D | +9.7% | -6.6% | +16.3% | +11.5% |
| 3M | +1.7% | -7.9% | +9.6% | +3.6% |
| 6M | -9.2% | -16.8% | +7.6% | -5.6% |
| YTD | +60.5% | -11.7% | +72.2% | +64.0% |
| 1Y | +52.0% | +3.5% | +48.6% | +49.8% |
| 3Y | +193.1% | +165.7% | +27.4% | +134.5% |
| 5Y | +167.3% | +108.4% | +58.9% | +118.4% |
| All | +1,865.4% | +218.7% | +1,646.8% | +1,443.8% |
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