+114.8%
MPWR vs DOCS
-54.0%
+168.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.3% | -6.0% | -9.3% |
| 7D | -5.6% | -1.3% | -4.3% | -5.4% |
| 30D | -23.2% | +19.4% | -42.6% | -26.4% |
| 3M | -15.8% | +53.4% | -69.2% | -25.2% |
| 6M | -28.5% | +28.8% | -57.3% | -35.1% |
| YTD | +25.5% | -25.1% | +50.5% | +29.9% |
| 1Y | +13.9% | -48.1% | +62.0% | +30.3% |
| 3Y | +134.6% | +51.4% | +83.2% | +79.6% |
| 5Y | +114.8% | -51.1% | +165.9% | +110.5% |
| All | +114.8% | -54.0% | +168.8% | +110.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling