+155.2%
MPWR vs EXC
+47.1%
+108.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.8% |
| 7D | -2.6% | +0.3% | -2.9% | -2.6% |
| 30D | -9.0% | -3.7% | -5.3% | -9.0% |
| 3M | -25.8% | -1.3% | -24.5% | -26.0% |
| 6M | +11.8% | -9.7% | +21.5% | +12.1% |
| YTD | +35.5% | +2.9% | +32.6% | +34.2% |
| 1Y | +45.3% | +4.4% | +40.9% | +43.5% |
| 3Y | +138.5% | +22.2% | +116.2% | +125.0% |
| All | +155.2% | +47.1% | +108.1% | +125.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling