+1,553.6%
MPWR vs FND
+61.4%
+1,492.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.4% | +2.3% | -0.2% |
| 7D | +27.9% | -5.1% | +33.1% | +31.2% |
| 30D | +9.7% | +9.2% | +0.5% | +4.2% |
| 3M | +1.7% | -17.7% | +19.4% | +9.3% |
| 6M | -9.2% | +2.5% | -11.7% | -13.5% |
| YTD | +60.5% | -19.8% | +80.3% | +67.9% |
| 1Y | +52.0% | -22.7% | +74.7% | +61.3% |
| 3Y | +193.1% | -38.3% | +231.4% | +231.9% |
| 5Y | +167.3% | -63.0% | +230.2% | +264.2% |
| All | +1,553.6% | +61.4% | +1,492.1% | +1,226.5% |
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