+156.8%
MPWR vs INDA
+7.2%
+149.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | +1.9% |
| 7D | -0.6% | -1.0% | +0.4% | +0.8% |
| 30D | -13.1% | -2.5% | -10.5% | -9.9% |
| 3M | -21.7% | +4.0% | -25.7% | -26.0% |
| 6M | +19.5% | -1.8% | +21.3% | +22.6% |
| YTD | +34.9% | -9.2% | +44.1% | +54.6% |
| 1Y | +42.0% | -7.2% | +49.1% | +56.8% |
| 3Y | +148.8% | +9.8% | +139.0% | +110.4% |
| 5Y | +156.8% | +7.5% | +149.3% | +115.9% |
| All | +156.8% | +7.2% | +149.6% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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