+268.5%
MPWR vs BOXX
+18.4%
+250.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.6% | 0.0% | -0.6% | -0.7% |
| 30D | -13.1% | +0.3% | -13.4% | -14.7% |
| 3M | -21.7% | +1.0% | -22.7% | -25.9% |
| 6M | +19.5% | +1.9% | +17.6% | +6.5% |
| YTD | +34.9% | +2.6% | +32.3% | +14.9% |
| 1Y | +42.0% | +4.0% | +37.9% | +12.3% |
| 3Y | +148.8% | +14.6% | +134.2% | +96.7% |
| All | +268.5% | +18.4% | +250.1% | +200.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling