+136.7%
MPWR vs D
+56.9%
+79.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.3% | +0.7% |
| 7D | -2.6% | +0.4% | -3.0% | -2.5% |
| 30D | -9.0% | -3.6% | -5.5% | -9.3% |
| 3M | -25.8% | -1.0% | -24.8% | -25.9% |
| 6M | +11.8% | +6.3% | +5.5% | +12.0% |
| YTD | +35.5% | +14.7% | +20.8% | +36.0% |
| 1Y | +45.3% | +16.9% | +28.4% | +45.9% |
| All | +136.7% | +56.9% | +79.8% | +117.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling