+43.1%
MPWR vs EMR
+32.0%
+11.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +4.4% | +12.2% | +12.7% |
| 7D | +11.6% | +2.1% | +9.4% | +10.0% |
| 30D | +0.1% | +4.8% | -4.6% | -3.3% |
| 3M | -0.8% | +7.5% | -8.3% | -6.2% |
| 6M | -13.0% | +20.9% | -33.9% | -25.5% |
| YTD | +53.9% | +29.2% | +24.7% | +18.3% |
| All | +43.1% | +32.0% | +11.1% | +8.1% |
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