+125.2%
MPWR vs CB
+101.1%
+24.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.8% | +7.0% | +5.2% |
| 7D | -1.7% | +0.2% | -2.0% | -1.8% |
| 30D | -16.5% | +9.1% | -25.6% | -16.7% |
| 3M | -12.3% | +3.4% | -15.7% | -12.2% |
| 6M | -27.7% | +14.1% | -41.8% | -28.8% |
| YTD | +32.0% | +18.0% | +14.0% | +29.0% |
| 1Y | +25.1% | +30.1% | -5.0% | +19.5% |
| 3Y | +146.5% | +71.8% | +74.7% | +109.8% |
| All | +125.2% | +101.1% | +24.1% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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