+125.2%
MPWR vs FLEX
+409.9%
-284.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.6% | +0.7% | +2.3% |
| 7D | -1.7% | -19.3% | +17.6% | +12.3% |
| 30D | -16.5% | -41.5% | +25.0% | +16.0% |
| 3M | -12.3% | -43.1% | +30.8% | +23.6% |
| 6M | -27.7% | -48.2% | +20.5% | +6.1% |
| YTD | +32.0% | +15.5% | +16.5% | -3.9% |
| 1Y | +25.1% | +10.2% | +14.9% | -6.5% |
| 3Y | +146.5% | +256.8% | -110.3% | -35.9% |
| All | +125.2% | +409.9% | -284.7% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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