+155.2%
MPWR vs D
+5.6%
+149.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +0.8% |
| 7D | -2.6% | +1.5% | -4.0% | -2.6% |
| 30D | -9.0% | -2.6% | -6.5% | -9.0% |
| 3M | -25.8% | 0.0% | -25.8% | -25.9% |
| 6M | +11.8% | +7.4% | +4.4% | +11.4% |
| YTD | +35.5% | +15.9% | +19.6% | +34.7% |
| 1Y | +45.3% | +18.1% | +27.2% | +44.2% |
| 3Y | +138.5% | +58.4% | +80.1% | +127.3% |
| All | +155.2% | +5.6% | +149.6% | +160.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling