+125.2%
MPWR vs DOW
-30.0%
+155.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.8% | +7.0% | +6.0% |
| 7D | -1.7% | -9.5% | +7.8% | +2.7% |
| 30D | -16.5% | +13.1% | -29.6% | -21.4% |
| 3M | -12.3% | +4.8% | -17.1% | -15.1% |
| 6M | -27.7% | -16.7% | -11.1% | -22.4% |
| YTD | +32.0% | +38.9% | -6.9% | -0.6% |
| 1Y | +25.1% | +48.3% | -23.2% | -10.4% |
| 3Y | +146.5% | -24.4% | +170.8% | +168.2% |
| All | +125.2% | -30.0% | +155.1% | +174.5% |
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