+125.2%
MPWR vs FDX
+72.6%
+52.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.7% | +7.9% | +6.8% |
| 7D | -1.7% | -1.6% | -0.1% | -0.9% |
| 30D | -16.5% | +6.6% | -23.1% | -19.7% |
| 3M | -12.3% | -2.1% | -10.2% | -12.0% |
| 6M | -27.7% | +2.2% | -29.9% | -29.6% |
| YTD | +32.0% | +33.9% | -1.9% | +9.4% |
| 1Y | +25.1% | +50.2% | -25.1% | -3.4% |
| 3Y | +146.5% | +65.5% | +81.0% | +69.9% |
| All | +125.2% | +72.6% | +52.6% | +42.2% |
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 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