+827.5%
MPWR vs FOXA
+86.3%
+741.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.4% |
| 7D | -1.3% | -5.4% | +4.1% | +0.9% |
| 30D | -12.8% | +1.1% | -14.0% | -13.5% |
| 3M | -21.3% | -6.1% | -15.2% | -20.7% |
| 6M | +13.7% | +8.2% | +5.5% | +6.9% |
| YTD | +33.3% | -11.8% | +45.1% | +36.7% |
| 1Y | +41.3% | +9.9% | +31.4% | +30.0% |
| 3Y | +145.8% | +110.7% | +35.1% | +67.9% |
| 5Y | +155.6% | +86.9% | +68.7% | +83.3% |
| All | +827.5% | +86.3% | +741.2% | +467.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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