+125.2%
MPWR vs EMB
+6.0%
+119.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | -1.7% | -0.1% | -1.7% | -1.6% |
| 30D | -16.5% | +1.3% | -17.8% | -19.0% |
| 3M | -12.3% | -2.7% | -9.6% | -7.1% |
| 6M | -27.7% | -2.8% | -24.9% | -22.9% |
| YTD | +32.0% | -1.1% | +33.1% | +36.3% |
| 1Y | +25.1% | 0.0% | +25.1% | +26.3% |
| 3Y | +146.5% | +28.8% | +117.7% | +55.4% |
| All | +125.2% | +6.0% | +119.2% | +126.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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