+125.2%
MPWR vs BEN
+19.4%
+105.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.7% | +0.5% | +1.8% |
| 7D | -1.7% | +6.6% | -8.4% | -6.2% |
| 30D | -16.5% | +3.8% | -20.4% | -18.8% |
| 3M | -12.3% | +0.2% | -12.5% | -12.5% |
| 6M | -27.7% | +10.4% | -38.2% | -33.6% |
| YTD | +32.0% | +46.2% | -14.2% | -3.7% |
| 1Y | +25.1% | +52.3% | -27.2% | -11.9% |
| 3Y | +146.5% | +65.9% | +80.6% | +51.4% |
| All | +125.2% | +19.4% | +105.8% | +71.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling