+180.2%
MPWR vs BWA
+64.0%
+116.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.8% |
| 7D | +16.8% | +4.3% | +12.5% | +13.9% |
| 30D | +11.9% | -13.0% | +24.9% | +24.0% |
| 3M | +2.2% | -24.8% | +27.0% | +24.8% |
| 6M | -15.5% | -23.5% | +8.0% | +2.9% |
| YTD | +54.2% | +13.8% | +40.3% | +40.0% |
| 1Y | +51.5% | +13.4% | +38.0% | +37.5% |
| 3Y | +180.2% | +62.8% | +117.5% | +80.5% |
| All | +180.2% | +64.0% | +116.2% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 3y: compounded portfolio wealth divided by compounded BWA 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…
3y analysis · Full analysis span regression · 6 months rolling