+146.5%
MPWR vs D
+79.5%
+67.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.5% | +6.7% | +4.9% |
| 7D | -1.7% | +3.0% | -4.7% | -1.1% |
| 30D | -16.5% | +11.5% | -28.0% | -14.6% |
| 3M | -12.3% | +3.7% | -16.0% | -11.2% |
| 6M | -27.7% | +13.5% | -41.3% | -26.0% |
| YTD | +32.0% | +20.7% | +11.3% | +36.1% |
| 1Y | +25.1% | +18.2% | +6.9% | +28.7% |
| 3Y | +146.5% | +73.3% | +73.2% | +162.8% |
| All | +146.5% | +79.5% | +67.0% | +162.8% |
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