+176.6%
MPWR vs BUD
+49.9%
+126.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -2.3% | +11.2% | +9.8% |
| 7D | +17.3% | +0.5% | +16.8% | +16.8% |
| 30D | +12.1% | +7.4% | +4.7% | +8.0% |
| 3M | +5.6% | +4.3% | +1.3% | +2.6% |
| 6M | -10.7% | +5.3% | -16.0% | -14.4% |
| YTD | +64.0% | +33.2% | +30.7% | +38.9% |
| 1Y | +55.9% | +31.8% | +24.2% | +32.6% |
| 3Y | +199.5% | +47.8% | +151.7% | +129.7% |
| 5Y | +176.6% | +50.2% | +126.4% | +104.1% |
| All | +176.6% | +49.9% | +126.7% | +104.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling