+155.6%
MPWR vs BDX
-2.5%
+158.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | -1.3% | -4.1% | +2.8% | -0.2% |
| 30D | -12.8% | +0.1% | -12.9% | -12.9% |
| 3M | -21.3% | +18.3% | -39.6% | -25.6% |
| 6M | +13.7% | +10.1% | +3.6% | +10.2% |
| YTD | +33.3% | +19.4% | +13.8% | +25.2% |
| 1Y | +41.3% | +22.3% | +19.0% | +31.2% |
| 3Y | +145.8% | -9.4% | +155.1% | +149.6% |
| 5Y | +155.6% | -2.0% | +157.6% | +156.1% |
| All | +155.6% | -2.5% | +158.1% | +156.1% |
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