+1,517.9%
MPWR vs GD
+178.9%
+1,339.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.6% | +5.9% | +5.6% |
| 7D | -1.7% | -5.0% | +3.2% | +1.3% |
| 30D | -16.5% | +8.9% | -25.4% | -20.7% |
| 3M | -12.3% | -8.0% | -4.2% | -8.4% |
| 6M | -27.7% | +2.9% | -30.6% | -30.1% |
| YTD | +32.0% | +7.1% | +24.9% | +23.4% |
| 1Y | +25.1% | +5.9% | +19.2% | +17.7% |
| 3Y | +146.5% | +53.9% | +92.6% | +81.3% |
| 5Y | +126.0% | +95.4% | +30.6% | +41.2% |
| All | +1,517.9% | +178.9% | +1,339.1% | +796.2% |
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