+155.2%
MPWR vs EMB
+7.4%
+147.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.6% | 0.0% | -2.6% | -2.6% |
| 30D | -9.0% | -0.3% | -8.7% | -8.5% |
| 3M | -25.8% | -0.4% | -25.4% | -24.9% |
| 6M | +11.8% | +0.1% | +11.6% | +12.4% |
| YTD | +35.5% | +1.6% | +33.9% | +32.2% |
| 1Y | +45.3% | +5.6% | +39.7% | +30.8% |
| 3Y | +138.5% | +29.8% | +108.6% | +47.8% |
| All | +155.2% | +7.4% | +147.8% | +138.2% |
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