+156.2%
MPWR vs CB
+107.6%
+48.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -3.9% |
| 7D | +16.8% | +2.9% | +13.9% | +16.8% |
| 30D | +11.9% | +7.3% | +4.6% | +11.8% |
| 3M | +2.2% | +9.4% | -7.2% | +2.1% |
| 6M | -15.5% | +19.6% | -35.1% | -16.9% |
| YTD | +54.2% | +21.5% | +32.7% | +50.8% |
| 1Y | +51.5% | +28.0% | +23.5% | +46.3% |
| 3Y | +180.2% | +74.9% | +105.3% | +139.8% |
| All | +156.2% | +107.6% | +48.6% | +103.1% |
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