+125.2%
MPWR vs B
+134.6%
-9.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.7% | +5.0% |
| 7D | -1.7% | +9.6% | -11.3% | -5.0% |
| 30D | -16.5% | +3.5% | -20.0% | -17.7% |
| 3M | -12.3% | -1.6% | -10.7% | -12.3% |
| 6M | -27.7% | -1.7% | -26.1% | -27.9% |
| YTD | +32.0% | -5.3% | +37.3% | +32.2% |
| 1Y | +25.1% | +27.2% | -2.1% | +14.0% |
| 3Y | +146.5% | +166.1% | -19.6% | +76.2% |
| All | +125.2% | +134.6% | -9.4% | +53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling