+1,756.1%
MPWR vs INCY
+15.8%
+1,740.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.7% |
| 7D | +2.2% | +2.3% | -0.1% | +1.5% |
| 30D | -2.1% | +6.7% | -8.7% | -4.5% |
| 3M | -1.6% | -1.0% | -0.5% | -1.7% |
| 6M | -14.9% | +22.1% | -37.0% | -22.6% |
| YTD | +50.5% | +21.8% | +28.7% | +36.6% |
| 1Y | +40.0% | +13.5% | +26.5% | +30.0% |
| 3Y | +175.0% | +129.4% | +45.5% | +87.4% |
| 5Y | +162.0% | +84.0% | +78.0% | +95.0% |
| All | +1,756.1% | +15.8% | +1,740.3% | +1,326.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 INCY 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