+146.5%
MPWR vs GEN
+79.4%
+67.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.6% | +7.9% | +5.5% |
| 7D | -1.7% | +2.3% | -4.0% | -2.0% |
| 30D | -16.5% | +33.1% | -49.6% | -19.5% |
| 3M | -12.3% | +6.5% | -18.8% | -13.3% |
| 6M | -27.7% | +53.8% | -81.5% | -36.2% |
| YTD | +32.0% | +11.2% | +20.8% | +29.7% |
| 1Y | +25.1% | +19.4% | +5.7% | +19.0% |
| 3Y | +146.5% | +81.0% | +65.5% | +118.8% |
| All | +146.5% | +79.4% | +67.1% | +118.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling