+155.2%
MPWR vs B
+153.8%
+1.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.6% |
| 7D | -2.6% | -1.6% | -1.0% | -2.1% |
| 30D | -9.0% | +9.4% | -18.5% | -12.0% |
| 3M | -25.8% | +5.0% | -30.8% | -27.4% |
| 6M | +11.8% | -3.5% | +15.3% | +11.6% |
| YTD | +35.5% | +4.5% | +31.0% | +31.7% |
| 1Y | +45.3% | +67.8% | -22.5% | +21.5% |
| 3Y | +138.5% | +196.7% | -58.2% | +65.8% |
| All | +155.2% | +153.8% | +1.4% | +68.1% |
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