+14,101.9%
MPWR vs CASY
+4,279.2%
+9,822.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.5% | +5.3% |
| 7D | -1.7% | +1.1% | -2.8% | -2.3% |
| 30D | -16.5% | +8.7% | -25.2% | -19.6% |
| 3M | -12.3% | -17.3% | +5.0% | -6.9% |
| 6M | -27.7% | -19.7% | -8.0% | -23.7% |
| YTD | +32.0% | +24.8% | +7.2% | +16.0% |
| 1Y | +25.1% | +31.9% | -6.8% | +7.0% |
| 3Y | +146.5% | +155.4% | -8.9% | +56.8% |
| 5Y | +126.0% | +250.6% | -124.5% | +25.0% |
| 10Y | +1,582.7% | +556.8% | +1,025.9% | +594.1% |
| All | +14,101.9% | +4,279.2% | +9,822.7% | +2,384.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling