+240.7%
MPWR vs EXE
+191.4%
+49.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.2% |
| 7D | -2.6% | -0.3% | -2.3% | -2.5% |
| 30D | -9.0% | +8.5% | -17.5% | -11.2% |
| 3M | -25.8% | +5.5% | -31.3% | -27.1% |
| 6M | +11.8% | -5.9% | +17.7% | +13.0% |
| YTD | +35.5% | -9.7% | +45.2% | +38.0% |
| 1Y | +45.3% | +3.6% | +41.7% | +40.6% |
| 3Y | +138.5% | +18.0% | +120.4% | +119.6% |
| 5Y | +152.8% | +109.4% | +43.3% | +109.6% |
| All | +240.7% | +191.4% | +49.4% | +149.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling