+156.2%
MPWR vs ED
+85.1%
+71.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.4% | -5.3% | -3.4% |
| 7D | +16.8% | +2.1% | +14.8% | +17.8% |
| 30D | +11.9% | +10.4% | +1.5% | +16.5% |
| 3M | +2.2% | +12.5% | -10.3% | +7.3% |
| 6M | -15.5% | +14.9% | -30.4% | -10.3% |
| YTD | +54.2% | +24.8% | +29.4% | +66.9% |
| 1Y | +51.5% | +23.8% | +27.6% | +63.9% |
| 3Y | +180.2% | +51.6% | +128.6% | +197.0% |
| All | +156.2% | +85.1% | +71.1% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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