+155.2%
MPWR vs GD
+97.9%
+57.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.7% |
| 7D | -2.6% | -5.3% | +2.7% | 0.0% |
| 30D | -9.0% | -6.4% | -2.6% | -6.1% |
| 3M | -25.8% | +5.7% | -31.5% | -28.6% |
| 6M | +11.8% | -0.9% | +12.7% | +11.2% |
| YTD | +35.5% | +8.2% | +27.3% | +27.2% |
| 1Y | +45.3% | +13.4% | +31.9% | +32.7% |
| 3Y | +138.5% | +68.5% | +70.0% | +69.4% |
| All | +155.2% | +97.9% | +57.3% | +70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling