+1,632.0%
MPWR vs BN
+267.0%
+1,365.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -2.6% | -2.5% | -0.1% | -0.7% |
| 30D | -9.0% | -9.5% | +0.5% | -2.1% |
| 3M | -25.8% | -10.4% | -15.4% | -19.9% |
| 6M | +11.8% | -6.4% | +18.1% | +16.0% |
| YTD | +35.5% | -11.9% | +47.4% | +46.0% |
| 1Y | +45.3% | -8.6% | +53.9% | +51.8% |
| 3Y | +138.5% | +77.6% | +60.9% | +51.3% |
| 5Y | +152.8% | +37.0% | +115.7% | +93.6% |
| All | +1,632.0% | +267.0% | +1,365.0% | +587.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling