+32.5%
MPWR vs DUK
+7.9%
+24.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.4% | -7.5% | -2.8% |
| 7D | +4.1% | +4.9% | -0.8% | +8.9% |
| 30D | -14.8% | +13.8% | -28.6% | -4.3% |
| 3M | -5.4% | +5.2% | -10.6% | +0.1% |
| 6M | -19.6% | +3.5% | -23.1% | -15.1% |
| YTD | +39.8% | +13.5% | +26.4% | +52.4% |
| 1Y | +32.5% | +8.3% | +24.2% | +42.0% |
| All | +32.5% | +7.9% | +24.7% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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