+160.1%
MPWR vs BTDR
-33.6%
+193.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +9.9% | +6.7% | +15.3% |
| 7D | +11.6% | +7.1% | +4.5% | +10.6% |
| 30D | +0.1% | -31.4% | +31.5% | +4.9% |
| 3M | -0.8% | -39.2% | +38.4% | +4.8% |
| 6M | -13.0% | -50.9% | +37.9% | -6.6% |
| YTD | +53.9% | -41.0% | +94.9% | +59.6% |
| 1Y | +45.8% | -69.9% | +115.8% | +60.7% |
| 3Y | +194.3% | +87.3% | +107.0% | +169.0% |
| 5Y | +160.1% | -33.6% | +193.8% | +126.3% |
| All | +160.1% | -33.6% | +193.8% | +126.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling