+16,096.1%
MPWR vs BTI
+1,124.8%
+14,971.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.4% | -2.7% |
| 7D | +2.2% | -0.1% | +2.3% | +1.9% |
| 30D | -2.1% | +9.6% | -11.7% | -6.9% |
| 3M | -1.6% | +8.3% | -9.9% | -6.5% |
| 6M | -14.9% | +7.5% | -22.4% | -20.4% |
| YTD | +50.5% | +12.3% | +38.3% | +37.5% |
| 1Y | +40.0% | +16.2% | +23.8% | +25.6% |
| 3Y | +175.0% | +148.0% | +27.0% | +60.6% |
| 5Y | +162.0% | +153.2% | +8.7% | +48.6% |
| 10Y | +1,791.8% | +128.2% | +1,663.6% | +970.3% |
| All | +16,096.1% | +1,124.8% | +14,971.3% | +3,503.0% |
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