+1,865.4%
MPWR vs GEN
+147.0%
+1,718.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.1% |
| 7D | +27.9% | -3.0% | +30.9% | +29.1% |
| 30D | +9.7% | +24.7% | -15.0% | +1.3% |
| 3M | +1.7% | +4.1% | -2.4% | -1.6% |
| 6M | -9.2% | +36.0% | -45.3% | -21.7% |
| YTD | +60.5% | +10.9% | +49.6% | +47.8% |
| 1Y | +52.0% | +12.2% | +39.9% | +39.2% |
| 3Y | +193.1% | +63.3% | +129.8% | +126.6% |
| 5Y | +167.3% | +29.0% | +138.2% | +123.0% |
| All | +1,865.4% | +147.0% | +1,718.4% | +1,007.3% |
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