+175.0%
MPWR vs FDX
+73.9%
+101.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | +2.2% | +0.5% | +1.7% | +2.1% |
| 30D | -2.1% | +9.5% | -11.6% | -6.5% |
| 3M | -1.6% | -1.3% | -0.2% | -1.3% |
| 6M | -14.9% | +5.5% | -20.5% | -18.2% |
| YTD | +50.5% | +38.9% | +11.7% | +24.7% |
| 1Y | +40.0% | +58.8% | -18.8% | +7.9% |
| 3Y | +175.0% | +71.1% | +103.8% | +84.2% |
| All | +175.0% | +73.9% | +101.1% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 3y: compounded portfolio wealth divided by compounded FDX 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…
3y analysis · Full analysis span regression · 6 months rolling