+51.5%
MPWR vs BHP
+46.1%
+5.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.7% | -2.9% |
| 7D | +16.8% | -0.5% | +17.3% | +17.8% |
| 30D | +11.9% | -4.5% | +16.4% | +16.3% |
| 3M | +2.2% | -6.9% | +9.1% | +7.8% |
| 6M | -15.5% | -10.6% | -4.9% | -8.7% |
| YTD | +54.2% | +37.2% | +17.0% | +27.3% |
| 1Y | +51.5% | +48.0% | +3.4% | +18.1% |
| All | +51.5% | +46.1% | +5.3% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling