+161.6%
MPWR vs BNY
+256.6%
-95.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.0% | +4.0% |
| 7D | +0.9% | -1.3% | +2.2% | +2.0% |
| 30D | -13.4% | -0.2% | -13.2% | -13.3% |
| 3M | -22.2% | +14.9% | -37.2% | -31.2% |
| 6M | +15.7% | +40.0% | -24.3% | -12.8% |
| YTD | +36.7% | +42.0% | -5.3% | +1.3% |
| 1Y | +47.9% | +56.9% | -8.9% | +0.8% |
| 3Y | +159.7% | +289.9% | -130.2% | -14.6% |
| All | +161.6% | +256.6% | -95.0% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling