+14,239.5%
MPWR vs DGX
+619.4%
+13,620.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -1.3% | -2.2% | +0.9% | -0.2% |
| 30D | -12.8% | -0.9% | -11.9% | -12.5% |
| 3M | -21.3% | +15.6% | -36.9% | -27.1% |
| 6M | +13.7% | +17.8% | -4.0% | +3.8% |
| YTD | +33.3% | +37.5% | -4.2% | +12.0% |
| 1Y | +41.3% | +31.2% | +10.1% | +20.9% |
| 3Y | +145.8% | +96.6% | +49.2% | +65.9% |
| 5Y | +155.6% | +64.9% | +90.7% | +87.9% |
| 10Y | +1,679.2% | +254.6% | +1,424.6% | +763.5% |
| All | +14,239.5% | +619.4% | +13,620.1% | +5,186.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling