+42.0%
MPWR vs DLR
+20.4%
+21.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.7% |
| 7D | -0.6% | +3.4% | -4.0% | -2.0% |
| 30D | -13.1% | -2.2% | -10.8% | -12.2% |
| 3M | -21.7% | +4.7% | -26.5% | -24.5% |
| 6M | +19.5% | +9.0% | +10.5% | +13.4% |
| YTD | +34.9% | +24.1% | +10.8% | +19.2% |
| 1Y | +42.0% | +20.9% | +21.0% | +32.9% |
| All | +42.0% | +20.4% | +21.6% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 1y: compounded portfolio wealth divided by compounded DLR 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…
1y analysis · Full analysis span regression · 6 months rolling