+1,786.5%
MPWR vs BTI
+114.6%
+1,671.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -1.3% | +17.9% | +17.0% |
| 7D | +11.6% | -2.9% | +14.5% | +12.4% |
| 30D | +0.1% | +8.3% | -8.1% | -3.1% |
| 3M | -0.8% | +2.9% | -3.7% | -2.7% |
| 6M | -13.0% | +6.2% | -19.2% | -16.9% |
| YTD | +53.9% | +10.9% | +43.0% | +44.2% |
| 1Y | +45.8% | +16.6% | +29.3% | +33.9% |
| 3Y | +194.3% | +142.2% | +52.0% | +88.4% |
| 5Y | +160.1% | +151.3% | +8.9% | +61.5% |
| 10Y | +1,786.5% | +113.9% | +1,672.6% | +1,046.4% |
| All | +1,786.5% | +114.6% | +1,671.9% | +1,046.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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