+1,657.7%
MPWR vs BAX
-34.3%
+1,692.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | -2.6% | -1.1% | -1.4% | -2.1% |
| 30D | -9.0% | -5.5% | -3.6% | -7.3% |
| 3M | -25.8% | +33.5% | -59.4% | -35.2% |
| 6M | +11.8% | +35.9% | -24.1% | -3.6% |
| YTD | +35.5% | +35.4% | +0.2% | +15.6% |
| 1Y | +45.3% | +9.8% | +35.6% | +34.1% |
| 3Y | +138.5% | -32.7% | +171.2% | +162.5% |
| 5Y | +152.8% | -65.6% | +218.3% | +289.2% |
| All | +1,657.7% | -34.3% | +1,692.0% | +1,861.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling