+156.8%
MPWR vs BNS
+94.5%
+62.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | +0.6% |
| 7D | -0.6% | +1.8% | -2.4% | -2.4% |
| 30D | -13.1% | +4.5% | -17.6% | -17.0% |
| 3M | -21.7% | +15.8% | -37.5% | -32.7% |
| 6M | +19.5% | +31.5% | -12.0% | -9.3% |
| YTD | +34.9% | +28.6% | +6.3% | +4.5% |
| 1Y | +42.0% | +48.2% | -6.2% | -4.6% |
| 3Y | +148.8% | +130.8% | +18.0% | +5.6% |
| 5Y | +156.8% | +94.9% | +61.9% | +42.9% |
| All | +156.8% | +94.5% | +62.3% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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