+189.6%
MPWR vs BTDR
+23.3%
+166.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.9% |
| 7D | -1.3% | +14.8% | -16.1% | -3.0% |
| 30D | -12.8% | +41.8% | -54.6% | -16.7% |
| 3M | -21.3% | -29.2% | +7.9% | -19.1% |
| 6M | +13.7% | +66.2% | -52.4% | +5.4% |
| YTD | +33.3% | +10.0% | +23.3% | +28.1% |
| 1Y | +41.3% | -11.0% | +52.3% | +36.9% |
| 3Y | +145.8% | +6.9% | +138.9% | +112.9% |
| 5Y | +155.6% | +24.7% | +131.0% | +109.7% |
| All | +189.6% | +23.3% | +166.3% | +136.6% |
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