+155.2%
MPWR vs DOCU
-78.0%
+233.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | -0.3% |
| 7D | -2.6% | +6.9% | -9.5% | -4.6% |
| 30D | -9.0% | +19.0% | -28.0% | -14.4% |
| 3M | -25.8% | +34.3% | -60.1% | -33.7% |
| 6M | +11.8% | +48.0% | -36.3% | -5.5% |
| YTD | +35.5% | 0.0% | +35.5% | +30.2% |
| 1Y | +45.3% | -10.3% | +55.6% | +43.9% |
| 3Y | +138.5% | +32.4% | +106.1% | +92.6% |
| All | +155.2% | -78.0% | +233.2% | +183.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling