+148.8%
MPWR vs DUK
+51.5%
+97.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | +0.1% |
| 7D | -0.6% | +0.7% | -1.3% | -0.2% |
| 30D | -13.1% | -2.0% | -11.0% | -14.1% |
| 3M | -21.7% | +0.2% | -21.9% | -21.3% |
| 6M | +19.5% | -6.9% | +26.4% | +15.8% |
| YTD | +34.9% | +6.1% | +28.8% | +40.4% |
| 1Y | +42.0% | +4.4% | +37.5% | +46.9% |
| 3Y | +148.8% | +49.1% | +99.7% | +170.0% |
| All | +148.8% | +51.5% | +97.3% | +170.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling