+43.1%
MPWR vs EXE
-22.4%
+65.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +1.6% | +15.0% | +16.7% |
| 7D | +11.6% | -3.9% | +15.5% | +11.2% |
| 30D | +0.1% | -2.6% | +2.7% | 0.0% |
| 3M | -0.8% | -6.9% | +6.0% | -1.4% |
| 6M | -13.0% | -9.3% | -3.7% | -13.9% |
| YTD | +53.9% | -20.7% | +74.7% | +51.0% |
| All | +43.1% | -22.4% | +65.5% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling