+42.6%
MPWR vs EMR
+16.6%
+26.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.5% |
| 7D | -2.6% | -1.5% | -1.1% | -1.5% |
| 30D | -9.0% | -5.6% | -3.4% | -5.2% |
| 3M | -25.8% | +7.9% | -33.8% | -30.4% |
| 6M | +11.8% | +6.0% | +5.7% | +4.3% |
| YTD | +35.5% | +16.4% | +19.1% | +16.4% |
| All | +42.6% | +16.6% | +26.0% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 1y: compounded portfolio wealth divided by compounded EMR 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…
1y analysis · Full analysis span regression · 6 months rolling