+14,479.0%
MPWR vs CASY
+4,710.4%
+9,768.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | -9.0% | -11.3% | +2.3% | -4.9% |
| 3M | -25.8% | -0.6% | -25.2% | -27.3% |
| 6M | +11.8% | +10.7% | +1.0% | +4.9% |
| YTD | +35.5% | +37.1% | -1.6% | +16.2% |
| 1Y | +45.3% | +52.3% | -7.0% | +18.5% |
| 3Y | +138.5% | +215.2% | -76.7% | +40.3% |
| 5Y | +152.8% | +276.5% | -123.7% | +37.4% |
| 10Y | +1,616.6% | +508.4% | +1,108.2% | +636.5% |
| All | +14,479.0% | +4,710.4% | +9,768.6% | +2,389.8% |
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