+16,459.4%
MPWR vs BAX
+129.2%
+16,330.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.4% | +14.2% | +15.6% |
| 7D | +11.6% | +9.0% | +2.5% | +7.8% |
| 30D | +0.1% | +8.5% | -8.3% | -3.6% |
| 3M | -0.8% | -4.1% | +3.3% | +0.4% |
| 6M | -13.0% | +46.9% | -60.0% | -28.9% |
| YTD | +53.9% | +38.4% | +15.5% | +27.3% |
| 1Y | +45.8% | +47.0% | -1.2% | +16.7% |
| 3Y | +194.3% | -14.9% | +209.2% | +190.0% |
| 5Y | +160.1% | -62.5% | +222.7% | +273.1% |
| 10Y | +1,786.5% | -33.9% | +1,820.4% | +1,872.4% |
| All | +16,459.4% | +129.2% | +16,330.2% | +10,276.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling