+175.0%
MPWR vs EXC
+29.1%
+145.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.3% |
| 7D | +2.2% | +0.1% | +2.1% | +2.4% |
| 30D | -2.1% | +9.0% | -11.1% | +2.7% |
| 3M | -1.6% | +3.3% | -4.8% | +0.6% |
| 6M | -14.9% | +5.7% | -20.6% | -11.8% |
| YTD | +50.5% | +7.3% | +43.2% | +57.4% |
| 1Y | +40.0% | +2.9% | +37.1% | +44.1% |
| 3Y | +175.0% | +29.3% | +145.6% | +218.9% |
| All | +175.0% | +29.1% | +145.9% | +218.9% |
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