+52.0%
MPWR vs BTI
+15.9%
+36.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +27.9% | -3.2% | +31.2% | +26.8% |
| 30D | +9.7% | +9.7% | 0.0% | +12.3% |
| 3M | +1.7% | +11.1% | -9.3% | +4.6% |
| 6M | -9.2% | -1.2% | -8.0% | -5.4% |
| YTD | +60.5% | +12.7% | +47.8% | +60.9% |
| 1Y | +52.0% | +15.8% | +36.2% | +51.1% |
| All | +52.0% | +15.9% | +36.1% | +51.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling