+1,607.5%
MPWR vs BDX
+58.0%
+1,549.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -0.6% |
| 7D | -2.3% | -5.4% | +3.1% | +0.1% |
| 30D | -15.4% | -2.2% | -13.2% | -14.7% |
| 3M | -19.4% | +20.1% | -39.4% | -27.0% |
| 6M | +12.7% | +9.1% | +3.7% | +6.5% |
| YTD | +31.3% | +17.9% | +13.4% | +19.0% |
| 1Y | +39.7% | +22.1% | +17.6% | +23.7% |
| 3Y | +142.2% | -10.5% | +152.7% | +146.7% |
| 5Y | +149.0% | -2.6% | +151.6% | +135.7% |
| All | +1,607.5% | +58.0% | +1,549.5% | +1,198.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling