+51.5%
MPWR vs FIX
+15.7%
+35.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.4% | -2.5% | -3.0% |
| 7D | +16.8% | +9.4% | +7.4% | +10.9% |
| 30D | +11.9% | -27.8% | +39.6% | +35.4% |
| 3M | +2.2% | -35.6% | +37.8% | +32.6% |
| 6M | -15.5% | -45.2% | +29.7% | +21.1% |
| YTD | +54.2% | +19.5% | +34.7% | +50.4% |
| 1Y | +51.5% | +24.2% | +27.2% | +45.7% |
| All | +51.5% | +15.7% | +35.7% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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