+1,022.1%
MPWR vs DOCU
+111.8%
+910.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.2% | -5.2% | -5.1% |
| 7D | +4.1% | -3.7% | +7.8% | +5.3% |
| 30D | -14.8% | +15.0% | -29.7% | -18.9% |
| 3M | -5.4% | +39.9% | -45.3% | -16.7% |
| 6M | -19.6% | +66.2% | -85.8% | -34.9% |
| YTD | +39.8% | +17.7% | +22.1% | +25.0% |
| 1Y | +32.5% | +13.7% | +18.9% | +19.6% |
| 3Y | +161.4% | +95.9% | +65.5% | +81.5% |
| 5Y | +144.5% | -71.7% | +216.1% | +190.2% |
| All | +1,022.1% | +111.8% | +910.2% | +565.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling