+14,101.9%
MPWR vs BHP
+971.7%
+13,130.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +4.4% |
| 7D | -1.7% | +0.9% | -2.7% | -2.2% |
| 30D | -16.5% | -6.3% | -10.3% | -13.8% |
| 3M | -12.3% | -7.1% | -5.1% | -9.1% |
| 6M | -27.7% | -3.2% | -24.5% | -26.5% |
| YTD | +32.0% | +37.9% | -5.9% | +13.2% |
| 1Y | +25.1% | +49.7% | -24.6% | +3.1% |
| 3Y | +146.5% | +51.7% | +94.8% | +103.0% |
| 5Y | +126.0% | +122.0% | +4.0% | +53.5% |
| 10Y | +1,582.7% | +382.4% | +1,200.3% | +690.8% |
| All | +14,101.9% | +971.7% | +13,130.2% | +5,061.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling