+8,101.1%
MPWR vs INDA
+119.4%
+7,981.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +3.9% |
| 7D | -1.7% | +6.6% | -8.4% | -6.6% |
| 30D | -16.5% | +10.4% | -26.9% | -22.8% |
| 3M | -12.3% | +1.5% | -13.8% | -13.4% |
| 6M | -27.7% | +1.7% | -29.5% | -28.7% |
| YTD | +32.0% | -5.8% | +37.8% | +38.5% |
| 1Y | +25.1% | -5.1% | +30.2% | +30.3% |
| 3Y | +146.5% | +16.0% | +130.5% | +124.7% |
| 5Y | +126.0% | +9.3% | +116.8% | +119.7% |
| 10Y | +1,582.7% | +102.1% | +1,480.6% | +1,034.6% |
| All | +8,101.1% | +119.4% | +7,981.7% | +5,192.3% |
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