+156.2%
MPWR vs BEN
+28.2%
+128.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.4% | -4.3% |
| 7D | +16.8% | +6.8% | +10.0% | +11.7% |
| 30D | +11.9% | +18.0% | -6.1% | -0.5% |
| 3M | +2.2% | +7.5% | -5.3% | -2.8% |
| 6M | -15.5% | +14.7% | -30.2% | -24.2% |
| YTD | +54.2% | +56.1% | -1.9% | +7.7% |
| 1Y | +51.5% | +69.6% | -18.1% | -1.1% |
| 3Y | +180.2% | +87.7% | +92.5% | +56.2% |
| All | +156.2% | +28.2% | +128.0% | +81.8% |
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