+41.3%
MPWR vs FERG
+0.4%
+40.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FERG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.3% |
| 7D | -1.3% | +0.9% | -2.2% | -1.9% |
| 30D | -12.8% | -15.1% | +2.2% | -3.6% |
| 3M | -21.3% | -4.8% | -16.5% | -19.8% |
| 6M | +13.7% | -2.5% | +16.2% | +14.6% |
| YTD | +33.3% | +1.8% | +31.5% | +32.1% |
| 1Y | +41.3% | -0.3% | +41.6% | +43.1% |
| All | +41.3% | +0.4% | +40.9% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FERG.
Daily Out/Under-Performance
Portfolio return minus FERG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FERG 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 1y: compounded portfolio wealth divided by compounded FERG 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…
1y analysis · Full analysis span regression · 6 months rolling