+1,788.2%
MPWR vs BHP
+333.8%
+1,454.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.7% | -3.1% |
| 7D | +16.8% | -0.5% | +17.3% | +17.6% |
| 30D | +11.9% | -4.5% | +16.4% | +15.7% |
| 3M | +2.2% | -6.9% | +9.1% | +7.2% |
| 6M | -15.5% | -10.6% | -4.9% | -9.0% |
| YTD | +54.2% | +37.2% | +17.0% | +26.1% |
| 1Y | +51.5% | +48.0% | +3.4% | +17.9% |
| 3Y | +180.2% | +52.6% | +127.7% | +113.1% |
| 5Y | +156.8% | +116.5% | +40.3% | +53.2% |
| All | +1,788.2% | +333.8% | +1,454.5% | +622.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling