+1,461.2%
MPWR vs GD
+192.5%
+1,268.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.3% | -7.9% | -9.0% |
| 7D | -5.6% | -3.9% | -1.7% | -3.3% |
| 30D | -23.2% | +8.1% | -31.3% | -26.7% |
| 3M | -15.8% | -6.8% | -9.0% | -12.7% |
| 6M | -28.5% | +3.0% | -31.5% | -30.9% |
| YTD | +25.5% | +7.8% | +17.7% | +16.9% |
| 1Y | +13.9% | +5.8% | +8.1% | +7.3% |
| 3Y | +134.6% | +55.3% | +79.3% | +71.8% |
| 5Y | +114.8% | +96.7% | +18.2% | +34.1% |
| All | +1,461.2% | +192.5% | +1,268.8% | +724.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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