+1,865.4%
MPWR vs BAX
-36.0%
+1,901.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.3% |
| 7D | +27.9% | +0.4% | +27.6% | +27.9% |
| 30D | +9.7% | +3.4% | +6.3% | +8.1% |
| 3M | +1.7% | -4.5% | +6.2% | +3.0% |
| 6M | -9.2% | +44.0% | -53.2% | -23.7% |
| YTD | +60.5% | +34.9% | +25.6% | +36.5% |
| 1Y | +52.0% | +37.9% | +14.1% | +27.6% |
| 3Y | +193.1% | -17.1% | +210.2% | +193.4% |
| 5Y | +167.3% | -64.3% | +231.5% | +304.8% |
| All | +1,865.4% | -36.0% | +1,901.5% | +2,041.6% |
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