+156.2%
MPWR vs CASY
+266.7%
-110.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -4.2% |
| 7D | +16.8% | +3.6% | +13.3% | +15.5% |
| 30D | +11.9% | +9.1% | +2.8% | +8.3% |
| 3M | +2.2% | -16.5% | +18.7% | +8.4% |
| 6M | -15.5% | -19.7% | +4.2% | -9.8% |
| YTD | +54.2% | +29.3% | +24.9% | +31.9% |
| 1Y | +51.5% | +33.1% | +18.3% | +27.3% |
| 3Y | +180.2% | +158.5% | +21.7% | +60.9% |
| All | +156.2% | +266.7% | -110.4% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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