+1,677.2%
MPWR vs BNY
+416.3%
+1,260.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.0% | +4.1% |
| 7D | +0.9% | -1.3% | +2.2% | +1.7% |
| 30D | -13.4% | -0.2% | -13.2% | -13.3% |
| 3M | -22.2% | +14.9% | -37.2% | -29.4% |
| 6M | +15.7% | +40.0% | -24.3% | -7.6% |
| YTD | +36.7% | +42.0% | -5.3% | +7.9% |
| 1Y | +47.9% | +56.9% | -8.9% | +9.4% |
| 3Y | +159.7% | +289.9% | -130.2% | +8.7% |
| 5Y | +159.1% | +259.2% | -100.1% | +12.5% |
| All | +1,677.2% | +416.3% | +1,260.9% | +506.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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