+32.5%
MPWR vs BDX
+54.0%
-21.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +5.6% | -10.6% | -3.4% |
| 7D | +4.1% | +7.2% | -3.1% | +6.3% |
| 30D | -14.8% | +15.8% | -30.6% | -11.4% |
| 3M | -5.4% | +23.7% | -29.1% | 0.0% |
| 6M | -19.6% | +44.8% | -64.4% | -14.0% |
| YTD | +39.8% | +39.8% | +0.1% | +57.0% |
| 1Y | +32.5% | +52.3% | -19.8% | +52.2% |
| All | +32.5% | +54.0% | -21.5% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling