+147.3%
MPWR vs FTV
-0.9%
+148.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.6% |
| 7D | -2.6% | -4.5% | +1.9% | +1.0% |
| 30D | -9.0% | -7.1% | -2.0% | -3.6% |
| 3M | -25.8% | -7.2% | -18.7% | -22.4% |
| 6M | +11.8% | -1.5% | +13.3% | +10.5% |
| YTD | +35.5% | +3.5% | +32.0% | +24.4% |
| 1Y | +45.3% | +20.3% | +25.0% | +12.1% |
| All | +147.3% | -0.9% | +148.2% | +133.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling