+158.8%
MPWR vs BX
+24.2%
+134.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | +0.6% |
| 7D | -0.6% | -2.0% | +1.4% | +0.6% |
| 30D | -13.1% | -2.3% | -10.8% | -12.3% |
| 3M | -21.7% | +18.5% | -40.2% | -31.6% |
| 6M | +19.5% | +23.7% | -4.2% | -0.6% |
| YTD | +34.9% | -10.4% | +45.3% | +39.1% |
| 1Y | +42.0% | -19.6% | +61.5% | +56.8% |
| 3Y | +148.8% | +30.8% | +118.0% | +92.6% |
| All | +158.8% | +24.2% | +134.5% | +99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling