+155.2%
MPWR vs DOCS
-73.4%
+228.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.6% | +1.4% |
| 7D | -2.6% | -1.4% | -1.2% | -2.3% |
| 30D | -9.0% | +21.8% | -30.9% | -14.3% |
| 3M | -25.8% | +27.3% | -53.1% | -31.3% |
| 6M | +11.8% | -0.3% | +12.1% | +7.9% |
| YTD | +35.5% | -40.5% | +76.0% | +47.9% |
| 1Y | +45.3% | -61.5% | +106.9% | +77.9% |
| 3Y | +138.5% | +8.2% | +130.3% | +103.1% |
| All | +155.2% | -73.4% | +228.6% | +170.0% |
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