+32.5%
MPWR vs GEN
+20.2%
+12.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.0% | -9.0% | -4.3% |
| 7D | +4.1% | +26.9% | -22.7% | +9.2% |
| 30D | -14.8% | +38.6% | -53.4% | -9.0% |
| 3M | -5.4% | +9.7% | -15.1% | -3.5% |
| 6M | -19.6% | +58.9% | -78.5% | -15.9% |
| YTD | +39.8% | +15.3% | +24.5% | +39.3% |
| 1Y | +32.5% | +21.8% | +10.8% | +31.1% |
| All | +32.5% | +20.2% | +12.4% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling