+1,485.7%
MPWR vs FND
+76.3%
+1,409.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +4.1% | +12.5% | +14.8% |
| 7D | +11.6% | +8.5% | +3.1% | +7.2% |
| 30D | +0.1% | +17.2% | -17.1% | -7.8% |
| 3M | -0.8% | -14.9% | +14.1% | +5.0% |
| 6M | -13.0% | +3.1% | -16.1% | -17.3% |
| YTD | +53.9% | -12.4% | +66.3% | +54.8% |
| 1Y | +45.8% | -10.0% | +55.8% | +44.2% |
| 3Y | +194.3% | -31.3% | +225.6% | +217.7% |
| 5Y | +160.1% | -60.3% | +220.5% | +243.6% |
| All | +1,485.7% | +76.3% | +1,409.5% | +1,123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling