+1,607.5%
MPWR vs DGX
+249.5%
+1,358.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.4% | -0.6% |
| 7D | -2.3% | -3.5% | +1.2% | -0.6% |
| 30D | -15.4% | -2.7% | -12.7% | -14.4% |
| 3M | -19.4% | +13.9% | -33.2% | -24.9% |
| 6M | +12.7% | +16.0% | -3.3% | +3.5% |
| YTD | +31.3% | +34.9% | -3.6% | +10.6% |
| 1Y | +39.7% | +30.6% | +9.1% | +19.0% |
| 3Y | +142.2% | +93.0% | +49.2% | +59.3% |
| 5Y | +149.0% | +64.4% | +84.6% | +78.4% |
| All | +1,607.5% | +249.5% | +1,358.0% | +700.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 10y: compounded portfolio wealth divided by compounded DGX 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…
10y analysis · Full analysis span regression · 6 months rolling