+146.5%
MPWR vs BTI
+143.0%
+3.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.5% | +8.7% | +4.7% |
| 7D | -1.7% | -1.0% | -0.7% | -1.8% |
| 30D | -16.5% | +13.0% | -29.5% | -15.4% |
| 3M | -12.3% | +5.3% | -17.6% | -11.3% |
| 6M | -27.7% | +5.3% | -33.0% | -27.2% |
| YTD | +32.0% | +12.4% | +19.6% | +32.9% |
| 1Y | +25.1% | +18.9% | +6.1% | +26.0% |
| 3Y | +146.5% | +144.0% | +2.5% | +106.2% |
| All | +146.5% | +143.0% | +3.5% | +106.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling