+258.7%
MPWR vs BOXX
+18.4%
+240.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.3% | 0.0% | -2.3% | -2.5% |
| 30D | -15.4% | +0.3% | -15.7% | -16.8% |
| 3M | -19.4% | +1.0% | -20.3% | -23.5% |
| 6M | +12.7% | +1.9% | +10.8% | +0.4% |
| YTD | +31.3% | +2.6% | +28.7% | +11.8% |
| 1Y | +39.7% | +4.0% | +35.7% | +10.7% |
| 3Y | +142.2% | +14.6% | +127.6% | +91.4% |
| All | +258.7% | +18.4% | +240.3% | +192.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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