+41.3%
MPWR vs BTI
+2.0%
+39.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.4% |
| 7D | -1.3% | -2.4% | +1.1% | -1.6% |
| 30D | -12.8% | -4.8% | -8.1% | -13.4% |
| 3M | -21.3% | -8.1% | -13.2% | -22.3% |
| 6M | +13.7% | -4.2% | +17.9% | +10.7% |
| YTD | +33.3% | -1.3% | +34.6% | +31.9% |
| 1Y | +41.3% | +2.1% | +39.2% | +43.3% |
| All | +41.3% | +2.0% | +39.3% | +43.3% |
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