+155.2%
MPWR vs DOW
-37.6%
+192.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.9% | +2.2% |
| 7D | -2.6% | -2.4% | -0.2% | -1.6% |
| 30D | -9.0% | +0.4% | -9.4% | -9.6% |
| 3M | -25.8% | -14.4% | -11.4% | -21.0% |
| 6M | +11.8% | -7.0% | +18.7% | +9.5% |
| YTD | +35.5% | +30.2% | +5.3% | +6.4% |
| 1Y | +45.3% | +29.2% | +16.1% | +12.7% |
| 3Y | +138.5% | -36.7% | +175.2% | +190.3% |
| All | +155.2% | -37.6% | +192.7% | +213.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling