+149.5%
MPWR vs BDX
-10.7%
+160.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.1% |
| 7D | -2.3% | -5.4% | +3.1% | -1.1% |
| 30D | -15.4% | -2.2% | -13.2% | -15.1% |
| 3M | -19.4% | +20.1% | -39.4% | -23.6% |
| 6M | +12.7% | +9.1% | +3.7% | +10.5% |
| YTD | +31.3% | +17.9% | +13.4% | +25.0% |
| 1Y | +39.7% | +22.1% | +17.6% | +30.9% |
| All | +149.5% | -10.7% | +160.2% | +156.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling