+180.2%
MPWR vs DOW
-20.1%
+200.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.8% |
| 7D | +16.8% | +5.2% | +11.6% | +14.9% |
| 30D | +11.9% | +13.2% | -1.3% | +7.1% |
| 3M | +2.2% | +10.1% | -7.9% | -1.6% |
| 6M | -15.5% | -13.1% | -2.4% | -11.4% |
| YTD | +54.2% | +46.1% | +8.1% | +18.7% |
| 1Y | +51.5% | +50.0% | +1.4% | +14.3% |
| 3Y | +180.2% | -20.2% | +200.5% | +188.2% |
| All | +180.2% | -20.1% | +200.3% | +188.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling