+125.2%
MPWR vs BHP
+120.8%
+4.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +4.1% |
| 7D | -1.7% | +0.9% | -2.7% | -2.4% |
| 30D | -16.5% | -6.3% | -10.3% | -12.8% |
| 3M | -12.3% | -7.1% | -5.1% | -7.9% |
| 6M | -27.7% | -3.2% | -24.5% | -26.3% |
| YTD | +32.0% | +37.9% | -5.9% | +6.1% |
| 1Y | +25.1% | +49.7% | -24.6% | -4.9% |
| 3Y | +146.5% | +51.7% | +94.8% | +81.9% |
| All | +125.2% | +120.8% | +4.4% | +50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling