+52.0%
MPWR vs DOW
+55.2%
-3.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.0% |
| 7D | +27.9% | +3.7% | +24.3% | +28.3% |
| 30D | +9.7% | +16.3% | -6.6% | +11.1% |
| 3M | +1.7% | +9.7% | -8.0% | +2.8% |
| 6M | -9.2% | -14.1% | +4.8% | -8.3% |
| YTD | +60.5% | +46.6% | +13.9% | +45.3% |
| 1Y | +52.0% | +56.8% | -4.8% | +36.3% |
| All | +52.0% | +55.2% | -3.1% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling