+906.7%
MPWR vs DOCU
+107.7%
+799.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.0% | -8.3% | -9.7% |
| 7D | -5.6% | -3.2% | -2.4% | -4.6% |
| 30D | -23.2% | +15.7% | -38.9% | -27.1% |
| 3M | -15.8% | +37.3% | -53.1% | -25.4% |
| 6M | -28.5% | +63.1% | -91.7% | -41.8% |
| YTD | +25.5% | +15.4% | +10.1% | +12.9% |
| 1Y | +13.9% | +11.3% | +2.6% | +3.5% |
| 3Y | +134.6% | +92.1% | +42.5% | +64.0% |
| 5Y | +114.8% | -70.5% | +185.3% | +151.6% |
| All | +906.7% | +107.7% | +799.0% | +501.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling