+14,479.0%
MPWR vs BEN
+236.1%
+14,242.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | -1.1% |
| 7D | -2.6% | +0.2% | -2.8% | -2.8% |
| 30D | -9.0% | -0.5% | -8.5% | -8.9% |
| 3M | -25.8% | +9.7% | -35.6% | -30.0% |
| 6M | +11.8% | +33.9% | -22.2% | -6.3% |
| YTD | +35.5% | +49.0% | -13.5% | +6.5% |
| 1Y | +45.3% | +42.1% | +3.2% | +16.7% |
| 3Y | +138.5% | +51.9% | +86.6% | +81.1% |
| 5Y | +152.8% | +39.0% | +113.7% | +102.3% |
| 10Y | +1,616.6% | +57.9% | +1,558.7% | +1,065.7% |
| All | +14,479.0% | +236.1% | +14,242.9% | +6,341.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling