+6,253.3%
MPWR vs BUD
+201.1%
+6,052.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -2.6% | +0.3% | -2.9% | -2.7% |
| 30D | -9.0% | -5.7% | -3.4% | -6.8% |
| 3M | -25.8% | +3.1% | -28.9% | -27.6% |
| 6M | +11.8% | +7.9% | +3.9% | +6.5% |
| YTD | +35.5% | +27.3% | +8.2% | +18.9% |
| 1Y | +45.3% | +37.8% | +7.5% | +22.1% |
| 3Y | +138.5% | +49.8% | +88.6% | +87.6% |
| 5Y | +152.8% | +43.8% | +108.9% | +101.2% |
| 10Y | +1,616.6% | -22.6% | +1,639.2% | +1,603.8% |
| All | +6,253.3% | +201.1% | +6,052.2% | +2,988.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling