+227.1%
MPWR vs BTDR
-35.9%
+263.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.0% | +0.8% | -1.8% |
| 7D | +2.2% | -7.4% | +9.6% | +3.3% |
| 30D | -2.1% | -33.4% | +31.4% | +3.0% |
| 3M | -1.6% | -26.3% | +24.7% | +1.9% |
| 6M | -14.9% | -52.4% | +37.5% | -8.3% |
| YTD | +50.5% | -42.8% | +93.4% | +56.8% |
| 1Y | +40.0% | -63.7% | +103.7% | +51.8% |
| 3Y | +175.0% | +61.5% | +113.5% | +153.5% |
| 5Y | +162.0% | -35.6% | +197.6% | +132.6% |
| All | +227.1% | -35.9% | +263.0% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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