+912.0%
MPWR vs EQH
+226.5%
+685.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.5% |
| 7D | -0.6% | +5.4% | -6.0% | -3.7% |
| 30D | -13.1% | +1.0% | -14.1% | -13.9% |
| 3M | -21.7% | +26.7% | -48.5% | -32.4% |
| 6M | +19.5% | +34.4% | -14.9% | -1.4% |
| YTD | +34.9% | +11.5% | +23.4% | +23.2% |
| 1Y | +42.0% | +0.4% | +41.6% | +36.6% |
| 3Y | +148.8% | +96.5% | +52.3% | +64.8% |
| 5Y | +156.8% | +93.4% | +63.5% | +71.4% |
| All | +912.0% | +226.5% | +685.4% | +373.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 all: compounded portfolio wealth divided by compounded EQH 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…
all analysis · Full analysis span regression · 6 months rolling