+10,645.9%
MPWR vs BND
+76.8%
+10,569.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.6% | -0.1% | -2.4% | -2.6% |
| 30D | -9.0% | -0.4% | -8.7% | -9.0% |
| 3M | -25.8% | -0.6% | -25.2% | -25.8% |
| 6M | +11.8% | -1.4% | +13.2% | +11.7% |
| YTD | +35.5% | -0.2% | +35.7% | +35.5% |
| 1Y | +45.3% | +1.3% | +44.0% | +45.4% |
| 3Y | +138.5% | +13.2% | +125.3% | +139.6% |
| 5Y | +152.8% | -1.6% | +154.3% | +135.4% |
| 10Y | +1,616.6% | +15.5% | +1,601.1% | +1,729.8% |
| All | +10,645.9% | +76.8% | +10,569.1% | +13,856.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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