+155.2%
MPWR vs BHP
+115.8%
+39.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.1% |
| 7D | -2.6% | -2.9% | +0.3% | -0.7% |
| 30D | -9.0% | +3.4% | -12.4% | -11.2% |
| 3M | -25.8% | +4.1% | -29.9% | -27.9% |
| 6M | +11.8% | +20.6% | -8.8% | -1.5% |
| YTD | +35.5% | +56.1% | -20.6% | +0.8% |
| 1Y | +45.3% | +69.6% | -24.3% | +2.2% |
| 3Y | +138.5% | +78.8% | +59.6% | +59.8% |
| All | +155.2% | +115.8% | +39.4% | +63.2% |
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