+156.2%
MPWR vs BN
+31.1%
+125.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.3% | -2.5% |
| 7D | +16.8% | -1.0% | +17.8% | +18.2% |
| 30D | +11.9% | +14.0% | -2.1% | -0.8% |
| 3M | +2.2% | -9.0% | +11.2% | +10.3% |
| 6M | -15.5% | -8.8% | -6.7% | -9.9% |
| YTD | +54.2% | -10.3% | +64.4% | +64.1% |
| 1Y | +51.5% | -5.8% | +57.3% | +53.9% |
| 3Y | +180.2% | +94.8% | +85.4% | +44.7% |
| All | +156.2% | +31.1% | +125.2% | +81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling