+155.2%
MPWR vs FDX
+65.4%
+89.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.2% |
| 7D | -2.6% | -2.5% | -0.1% | -1.2% |
| 30D | -9.0% | +3.8% | -12.8% | -11.3% |
| 3M | -25.8% | -1.3% | -24.5% | -25.6% |
| 6M | +11.8% | +5.0% | +6.7% | +7.6% |
| YTD | +35.5% | +39.6% | -4.1% | +10.7% |
| 1Y | +45.3% | +81.1% | -35.8% | +1.9% |
| 3Y | +138.5% | +63.0% | +75.4% | +69.0% |
| All | +155.2% | +65.4% | +89.8% | +55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling