+1,650.0%
MPWR vs BEN
+56.5%
+1,593.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -0.6% | +4.7% | -5.3% | -3.3% |
| 30D | -13.1% | +2.6% | -15.7% | -14.4% |
| 3M | -21.7% | +11.5% | -33.2% | -27.1% |
| 6M | +19.5% | +35.3% | -15.8% | -1.5% |
| YTD | +34.9% | +48.6% | -13.7% | +4.7% |
| 1Y | +42.0% | +46.7% | -4.7% | +10.5% |
| 3Y | +148.8% | +57.0% | +91.8% | +81.1% |
| 5Y | +156.8% | +41.8% | +115.0% | +97.0% |
| 10Y | +1,650.0% | +55.2% | +1,594.8% | +1,069.5% |
| All | +1,650.0% | +56.5% | +1,593.5% | +1,069.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BEN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling