+14,479.0%
MPWR vs BAX
+124.2%
+14,354.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.4% |
| 7D | -2.6% | -1.1% | -1.4% | -2.1% |
| 30D | -9.0% | -5.5% | -3.6% | -7.0% |
| 3M | -25.8% | +33.5% | -59.4% | -36.2% |
| 6M | +11.8% | +35.9% | -24.1% | -5.2% |
| YTD | +35.5% | +35.4% | +0.2% | +13.6% |
| 1Y | +45.3% | +9.8% | +35.6% | +32.5% |
| 3Y | +138.5% | -32.7% | +171.2% | +162.5% |
| 5Y | +152.8% | -65.6% | +218.3% | +279.5% |
| 10Y | +1,616.6% | -34.9% | +1,651.5% | +1,709.6% |
| All | +14,479.0% | +124.2% | +14,354.9% | +9,159.9% |
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