+45.3%
MPWR vs BUD
+36.8%
+8.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -2.6% | +0.3% | -2.9% | -2.6% |
| 30D | -9.0% | -5.7% | -3.4% | -8.6% |
| 3M | -25.8% | +3.1% | -28.9% | -26.3% |
| 6M | +11.8% | +7.9% | +3.9% | +7.4% |
| YTD | +35.5% | +27.3% | +8.2% | +34.2% |
| 1Y | +45.3% | +37.8% | +7.5% | +51.3% |
| All | +45.3% | +36.8% | +8.5% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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