+155.2%
MPWR vs GEN
+24.6%
+130.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.6% |
| 7D | -2.6% | -1.2% | -1.4% | -2.2% |
| 30D | -9.0% | +10.1% | -19.2% | -12.2% |
| 3M | -25.8% | +16.1% | -41.9% | -30.3% |
| 6M | +11.8% | +38.9% | -27.1% | -3.7% |
| YTD | +35.5% | +14.4% | +21.1% | +26.7% |
| 1Y | +45.3% | +5.9% | +39.5% | +40.6% |
| 3Y | +138.5% | +58.8% | +79.7% | +85.6% |
| All | +155.2% | +24.6% | +130.6% | +114.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling