+134.3%
MPWR vs DOCS
+50.6%
+83.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.3% | -6.0% | -9.8% |
| 7D | -5.6% | -1.3% | -4.3% | -5.5% |
| 30D | -23.2% | +19.4% | -42.6% | -24.9% |
| 3M | -15.8% | +53.4% | -69.2% | -20.9% |
| 6M | -28.5% | +28.8% | -57.3% | -31.8% |
| YTD | +25.5% | -25.1% | +50.5% | +31.6% |
| 1Y | +13.9% | -48.1% | +62.0% | +28.7% |
| All | +134.3% | +50.6% | +83.7% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 3y: compounded portfolio wealth divided by compounded DOCS 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…
3y analysis · Full analysis span regression · 6 months rolling