+134.3%
MPWR vs GD
+55.3%
+78.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.3% | -7.9% | -9.4% |
| 7D | -5.6% | -3.9% | -1.7% | -4.1% |
| 30D | -23.2% | +8.1% | -31.3% | -25.4% |
| 3M | -15.8% | -6.8% | -9.0% | -13.4% |
| 6M | -28.5% | +3.0% | -31.5% | -30.1% |
| YTD | +25.5% | +7.8% | +17.7% | +18.3% |
| 1Y | +13.9% | +5.8% | +8.1% | +8.7% |
| All | +134.3% | +55.3% | +78.9% | +87.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling