+194.3%
MPWR vs CFG
+182.2%
+12.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.9% | +13.7% | +14.7% |
| 7D | +11.6% | +0.3% | +11.3% | +11.6% |
| 30D | +0.1% | +3.2% | -3.1% | -1.8% |
| 3M | -0.8% | -9.7% | +8.9% | +5.7% |
| 6M | -13.0% | +3.6% | -16.7% | -16.6% |
| YTD | +53.9% | +14.7% | +39.2% | +37.8% |
| 1Y | +45.8% | +29.6% | +16.3% | +20.1% |
| 3Y | +194.3% | +190.6% | +3.7% | +54.8% |
| All | +194.3% | +182.2% | +12.0% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 3y: compounded portfolio wealth divided by compounded CFG 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…
3y analysis · Full analysis span regression · 6 months rolling