+14,101.9%
MPWR vs BAX
+123.8%
+13,978.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.7% | +5.0% |
| 7D | -1.7% | +12.1% | -13.9% | -6.4% |
| 30D | -16.5% | +7.6% | -24.1% | -19.5% |
| 3M | -12.3% | -4.5% | -7.8% | -11.2% |
| 6M | -27.7% | +52.0% | -79.8% | -42.0% |
| YTD | +32.0% | +35.1% | -3.1% | +10.1% |
| 1Y | +25.1% | +43.7% | -18.6% | +0.9% |
| 3Y | +146.5% | -20.9% | +167.4% | +151.1% |
| 5Y | +126.0% | -63.5% | +189.6% | +227.9% |
| 10Y | +1,582.7% | -36.0% | +1,618.7% | +1,681.7% |
| All | +14,101.9% | +123.8% | +13,978.1% | +8,878.2% |
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