+52.0%
MPWR vs D
+15.2%
+36.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -2.5% |
| 7D | +27.9% | -3.1% | +31.0% | +26.3% |
| 30D | +9.7% | +8.4% | +1.3% | +13.5% |
| 3M | +1.7% | +0.2% | +1.5% | +3.2% |
| 6M | -9.2% | +9.5% | -18.7% | -6.5% |
| YTD | +60.5% | +18.8% | +41.7% | +66.7% |
| 1Y | +52.0% | +14.7% | +37.3% | +56.3% |
| All | +52.0% | +15.2% | +36.9% | +56.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling