+155.6%
MPWR vs EXE
+100.7%
+55.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.8% |
| 7D | -1.3% | -2.7% | +1.4% | -0.5% |
| 30D | -12.8% | -0.4% | -12.5% | -12.8% |
| 3M | -21.3% | +9.5% | -30.8% | -23.6% |
| 6M | +13.7% | -9.3% | +23.1% | +16.3% |
| YTD | +33.3% | -10.9% | +44.2% | +36.3% |
| 1Y | +41.3% | +4.3% | +37.0% | +36.0% |
| 3Y | +145.8% | +18.8% | +127.0% | +124.8% |
| 5Y | +155.6% | +101.4% | +54.2% | +117.5% |
| All | +155.6% | +100.7% | +55.0% | +117.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling