+156.8%
MPWR vs EWZ
+60.6%
+96.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -1.5% |
| 7D | -0.6% | +5.6% | -6.2% | -3.6% |
| 30D | -13.1% | +9.3% | -22.3% | -17.4% |
| 3M | -21.7% | +15.7% | -37.4% | -27.8% |
| 6M | +19.5% | +7.4% | +12.1% | +14.8% |
| YTD | +34.9% | +22.7% | +12.2% | +21.5% |
| 1Y | +42.0% | +36.4% | +5.6% | +20.8% |
| 3Y | +148.8% | +50.4% | +98.4% | +99.5% |
| 5Y | +156.8% | +67.6% | +89.2% | +98.8% |
| All | +156.8% | +60.6% | +96.2% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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