+136.7%
MPWR vs EXC
+22.2%
+114.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.4% |
| 7D | -2.6% | +0.3% | -2.9% | -2.5% |
| 30D | -9.0% | -3.7% | -5.3% | -10.4% |
| 3M | -25.8% | -1.3% | -24.5% | -25.9% |
| 6M | +11.8% | -9.7% | +21.5% | +8.7% |
| YTD | +35.5% | +2.9% | +32.6% | +37.3% |
| 1Y | +45.3% | +4.4% | +40.9% | +48.3% |
| All | +136.7% | +22.2% | +114.5% | +150.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 3y: compounded portfolio wealth divided by compounded EXC 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…
3y analysis · Full analysis span regression · 6 months rolling