+1,650.0%
MPWR vs BTI
+67.8%
+1,582.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.3% |
| 7D | -0.6% | -1.4% | +0.8% | -0.1% |
| 30D | -13.1% | -7.0% | -6.0% | -10.9% |
| 3M | -21.7% | -6.3% | -15.4% | -20.8% |
| 6M | +19.5% | -2.0% | +21.5% | +18.0% |
| YTD | +34.9% | +0.2% | +34.7% | +32.0% |
| 1Y | +42.0% | +3.8% | +38.2% | +36.6% |
| 3Y | +148.8% | +112.1% | +36.7% | +69.3% |
| 5Y | +156.8% | +113.6% | +43.2% | +72.0% |
| 10Y | +1,650.0% | +69.6% | +1,580.4% | +1,101.5% |
| All | +1,650.0% | +67.8% | +1,582.2% | +1,101.5% |
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