+149.0%
MPWR vs DHI
+56.7%
+92.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +1.0% | -0.2% |
| 7D | -2.3% | -6.1% | +3.8% | +0.9% |
| 30D | -15.4% | -10.1% | -5.3% | -11.0% |
| 3M | -19.4% | -7.3% | -12.0% | -17.3% |
| 6M | +12.7% | -6.1% | +18.9% | +14.6% |
| YTD | +31.3% | -5.0% | +36.4% | +31.2% |
| 1Y | +39.7% | -22.1% | +61.8% | +54.1% |
| 3Y | +142.2% | +19.2% | +123.0% | +89.3% |
| 5Y | +149.0% | +59.4% | +89.6% | +49.9% |
| All | +149.0% | +56.7% | +92.3% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 5y: compounded portfolio wealth divided by compounded DHI 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…
5y analysis · Full analysis span regression · 6 months rolling