+149.0%
MPWR vs BR
+7.7%
+141.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -2.3% | -6.0% | +3.7% | +0.7% |
| 30D | -15.4% | -0.9% | -14.6% | -15.4% |
| 3M | -19.4% | +16.4% | -35.7% | -27.5% |
| 6M | +12.7% | -8.2% | +20.9% | +17.3% |
| YTD | +31.3% | -23.2% | +54.5% | +54.8% |
| 1Y | +39.7% | -30.9% | +70.6% | +79.2% |
| 3Y | +142.2% | -5.0% | +147.2% | +125.7% |
| 5Y | +149.0% | +8.8% | +140.2% | +78.2% |
| All | +149.0% | +7.7% | +141.3% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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