+14,101.9%
MPWR vs BWA
+455.0%
+13,646.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.7% | +2.5% | +3.8% |
| 7D | -1.7% | -5.5% | +3.7% | +1.4% |
| 30D | -16.5% | -21.7% | +5.2% | -4.9% |
| 3M | -12.3% | -25.6% | +13.3% | +2.3% |
| 6M | -27.7% | -17.4% | -10.3% | -19.6% |
| YTD | +32.0% | +9.2% | +22.8% | +25.9% |
| 1Y | +25.1% | +9.7% | +15.3% | +18.7% |
| 3Y | +146.5% | +54.6% | +91.9% | +96.1% |
| 5Y | +126.0% | +26.8% | +99.3% | +97.0% |
| 10Y | +1,582.7% | +89.0% | +1,493.7% | +1,027.1% |
| All | +14,101.9% | +455.0% | +13,646.9% | +5,767.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling