+14,479.0%
MPWR vs BTI
+997.2%
+13,481.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.4% |
| 7D | -2.6% | -1.4% | -1.2% | -2.0% |
| 30D | -9.0% | -6.6% | -2.4% | -6.3% |
| 3M | -25.8% | -3.0% | -22.8% | -26.1% |
| 6M | +11.8% | -6.7% | +18.4% | +12.9% |
| YTD | +35.5% | +0.6% | +34.9% | +31.8% |
| 1Y | +45.3% | +5.6% | +39.7% | +37.4% |
| 3Y | +138.5% | +110.3% | +28.1% | +52.5% |
| 5Y | +152.8% | +114.3% | +38.5% | +57.3% |
| 10Y | +1,616.6% | +67.7% | +1,548.9% | +1,055.5% |
| All | +14,479.0% | +997.2% | +13,481.9% | +3,353.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling