+1,786.5%
MPWR vs EXEL
+445.6%
+1,341.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.1% | +13.5% | +15.8% |
| 7D | +11.6% | +2.3% | +9.3% | +11.2% |
| 30D | +0.1% | +19.8% | -19.7% | -4.4% |
| 3M | -0.8% | +32.7% | -33.5% | -8.0% |
| 6M | -13.0% | +49.0% | -62.0% | -22.4% |
| YTD | +53.9% | +63.7% | -9.8% | +33.4% |
| 1Y | +45.8% | +75.8% | -30.0% | +23.7% |
| 3Y | +194.3% | +241.3% | -47.0% | +97.5% |
| 5Y | +160.1% | +289.0% | -128.9% | +65.6% |
| 10Y | +1,786.5% | +377.6% | +1,408.9% | +996.2% |
| All | +1,786.5% | +445.6% | +1,341.0% | +996.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 10y: compounded portfolio wealth divided by compounded EXEL 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…
10y analysis · Full analysis span regression · 6 months rolling