+8,318.9%
MPWR vs INDA
+115.1%
+8,203.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -2.6% | +0.7% | -3.3% | -3.1% |
| 30D | -9.0% | -0.8% | -8.2% | -8.5% |
| 3M | -25.8% | +3.9% | -29.8% | -27.9% |
| 6M | +11.8% | -0.7% | +12.5% | +12.8% |
| YTD | +35.5% | -7.7% | +43.2% | +44.4% |
| 1Y | +45.3% | -5.1% | +50.4% | +51.5% |
| 3Y | +138.5% | +13.6% | +124.8% | +121.2% |
| 5Y | +152.8% | +7.8% | +145.0% | +148.7% |
| 10Y | +1,616.6% | +84.6% | +1,531.9% | +1,110.8% |
| All | +8,318.9% | +115.1% | +8,203.7% | +5,420.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling