+32.5%
MPWR vs BX
-8.3%
+40.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.2% | -11.3% | -5.5% |
| 7D | +4.1% | +8.3% | -4.2% | +3.3% |
| 30D | -14.8% | +13.5% | -28.3% | -15.9% |
| 3M | -5.4% | -7.6% | +2.2% | -3.8% |
| 6M | -19.6% | +4.0% | -23.6% | -20.0% |
| YTD | +39.8% | -15.2% | +55.0% | +46.9% |
| 1Y | +32.5% | -8.5% | +41.0% | +31.1% |
| All | +32.5% | -8.3% | +40.9% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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