+14,479.0%
MPWR vs BDX
+536.6%
+13,942.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.4% | +1.7% |
| 7D | -2.6% | -2.5% | -0.1% | -1.2% |
| 30D | -9.0% | +8.3% | -17.3% | -13.1% |
| 3M | -25.8% | +24.4% | -50.2% | -35.5% |
| 6M | +11.8% | +9.2% | +2.6% | +4.1% |
| YTD | +35.5% | +22.7% | +12.8% | +17.5% |
| 1Y | +45.3% | +25.9% | +19.4% | +23.5% |
| 3Y | +138.5% | -10.5% | +148.9% | +141.1% |
| 5Y | +152.8% | +1.9% | +150.8% | +129.4% |
| 10Y | +1,616.6% | +58.7% | +1,557.9% | +1,015.4% |
| All | +14,479.0% | +536.6% | +13,942.4% | +3,927.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling