+156.2%
MPWR vs EXEL
+281.2%
-125.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -3.6% |
| 7D | +16.8% | -0.8% | +17.6% | +17.2% |
| 30D | +11.9% | +13.1% | -1.3% | +8.9% |
| 3M | +2.2% | +36.3% | -34.1% | -5.1% |
| 6M | -15.5% | +34.5% | -50.0% | -22.0% |
| YTD | +54.2% | +57.4% | -3.2% | +36.0% |
| 1Y | +51.5% | +62.9% | -11.5% | +32.2% |
| 3Y | +180.2% | +229.5% | -49.3% | +83.9% |
| All | +156.2% | +281.2% | -125.0% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling