+155.6%
MPWR vs BLK
+31.1%
+124.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | +0.8% |
| 7D | -1.3% | -2.7% | +1.4% | +1.2% |
| 30D | -12.8% | -4.8% | -8.1% | -9.2% |
| 3M | -21.3% | +6.5% | -27.8% | -27.5% |
| 6M | +13.7% | +13.1% | +0.6% | -2.1% |
| YTD | +33.3% | +1.8% | +31.5% | +26.5% |
| 1Y | +41.3% | -1.0% | +42.3% | +37.3% |
| 3Y | +145.8% | +66.0% | +79.8% | +39.8% |
| 5Y | +155.6% | +31.2% | +124.4% | +75.6% |
| All | +155.6% | +31.1% | +124.6% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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