+155.6%
MPWR vs GM
+78.5%
+77.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | +0.1% |
| 7D | -1.3% | -1.1% | -0.2% | -0.7% |
| 30D | -12.8% | -4.6% | -8.3% | -10.6% |
| 3M | -21.3% | +0.2% | -21.5% | -21.7% |
| 6M | +13.7% | +12.6% | +1.1% | +5.5% |
| YTD | +33.3% | +3.7% | +29.6% | +28.9% |
| 1Y | +41.3% | +45.6% | -4.3% | +10.4% |
| 3Y | +145.8% | +162.0% | -16.2% | +23.0% |
| 5Y | +155.6% | +80.5% | +75.2% | +55.0% |
| All | +155.6% | +78.5% | +77.1% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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