+1,921.6%
MPWR vs GEN
+156.5%
+1,765.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.1% | +6.8% | +8.3% |
| 7D | +17.3% | -0.8% | +18.1% | +17.6% |
| 30D | +12.1% | +31.2% | -19.1% | +1.8% |
| 3M | +5.6% | +6.1% | -0.5% | +1.6% |
| 6M | -10.7% | +38.1% | -48.8% | -23.3% |
| YTD | +64.0% | +14.4% | +49.6% | +49.5% |
| 1Y | +55.9% | +15.1% | +40.8% | +41.6% |
| 3Y | +199.5% | +68.5% | +130.9% | +129.2% |
| 5Y | +176.6% | +35.8% | +140.8% | +126.8% |
| 10Y | +1,921.6% | +155.4% | +1,766.2% | +1,046.5% |
| All | +1,921.6% | +156.5% | +1,765.1% | +1,046.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling