+6,307.2%
MPWR vs BTG
+392.0%
+5,915.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.0% |
| 7D | -2.6% | -0.9% | -1.7% | -2.5% |
| 30D | -9.0% | +36.8% | -45.9% | -12.1% |
| 3M | -25.8% | +23.1% | -48.9% | -27.6% |
| 6M | +11.8% | +3.5% | +8.3% | +10.6% |
| YTD | +35.5% | +25.5% | +10.0% | +31.4% |
| 1Y | +45.3% | +40.1% | +5.2% | +39.3% |
| 3Y | +138.5% | +101.1% | +37.3% | +118.9% |
| 5Y | +152.8% | +70.6% | +82.2% | +133.6% |
| 10Y | +1,616.6% | +152.1% | +1,464.5% | +1,415.2% |
| All | +6,307.2% | +392.0% | +5,915.2% | +4,811.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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