+1,633.0%
MPWR vs DUK
+131.4%
+1,501.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | -12.8% | +0.2% | -13.1% | -12.9% |
| 3M | -21.3% | -1.9% | -19.4% | -21.3% |
| 6M | +13.7% | -6.5% | +20.3% | +14.9% |
| YTD | +33.3% | +5.4% | +27.8% | +30.4% |
| 1Y | +41.3% | +3.6% | +37.7% | +38.5% |
| 3Y | +145.8% | +48.1% | +97.7% | +106.0% |
| 5Y | +155.6% | +39.6% | +116.1% | +115.4% |
| All | +1,633.0% | +131.4% | +1,501.6% | +1,113.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling