+176.6%
MPWR vs BDX
+24.6%
+152.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.9% | +8.0% | +8.7% |
| 7D | +17.3% | +2.5% | +14.7% | +16.6% |
| 30D | +12.1% | +13.6% | -1.5% | +8.5% |
| 3M | +5.6% | +18.9% | -13.3% | +0.8% |
| 6M | -10.7% | +51.8% | -62.5% | -21.7% |
| YTD | +64.0% | +43.3% | +20.6% | +46.6% |
| 1Y | +55.9% | +48.0% | +8.0% | +37.5% |
| 3Y | +199.5% | +23.7% | +175.8% | +176.2% |
| 5Y | +176.6% | +24.9% | +151.7% | +161.8% |
| All | +176.6% | +24.6% | +152.0% | +161.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling