+155.2%
MPWR vs DOC
-24.5%
+179.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.7% |
| 7D | -2.6% | -1.5% | -1.1% | -1.9% |
| 30D | -9.0% | -4.8% | -4.3% | -7.1% |
| 3M | -25.8% | +6.9% | -32.7% | -28.9% |
| 6M | +11.8% | +20.7% | -9.0% | -0.1% |
| YTD | +35.5% | +34.1% | +1.4% | +13.7% |
| 1Y | +45.3% | +22.6% | +22.7% | +27.6% |
| 3Y | +138.5% | +20.8% | +117.6% | +108.4% |
| All | +155.2% | -24.5% | +179.7% | +206.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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