+32.5%
MPWR vs BAX
+46.0%
-13.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.0% | -9.0% | -5.4% |
| 7D | +4.1% | +4.1% | 0.0% | +3.6% |
| 30D | -14.8% | +9.4% | -24.2% | -15.6% |
| 3M | -5.4% | -6.5% | +1.1% | -5.1% |
| 6M | -19.6% | +59.6% | -79.2% | -28.6% |
| YTD | +39.8% | +38.9% | +1.0% | +29.6% |
| 1Y | +32.5% | +48.0% | -15.5% | +23.0% |
| All | +32.5% | +46.0% | -13.5% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling