+1,650.0%
MPWR vs FTV
+77.3%
+1,572.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.3% | +0.2% |
| 7D | -0.6% | -0.4% | -0.2% | -0.3% |
| 30D | -13.1% | -8.3% | -4.7% | -6.6% |
| 3M | -21.7% | -7.4% | -14.3% | -17.8% |
| 6M | +19.5% | -1.2% | +20.7% | +18.5% |
| YTD | +34.9% | +2.7% | +32.2% | +26.3% |
| 1Y | +42.0% | +18.4% | +23.5% | +16.4% |
| 3Y | +148.8% | -2.0% | +150.8% | +145.5% |
| 5Y | +156.8% | +3.4% | +153.4% | +143.9% |
| 10Y | +1,650.0% | +78.5% | +1,571.5% | +1,109.3% |
| All | +1,650.0% | +77.3% | +1,572.7% | +1,109.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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