+1,865.4%
MPWR vs IT
+88.7%
+1,776.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.7% |
| 7D | +27.9% | -3.7% | +31.6% | +29.8% |
| 30D | +9.7% | -3.1% | +12.8% | +9.1% |
| 3M | +1.7% | +6.3% | -4.6% | -4.9% |
| 6M | -9.2% | +24.8% | -34.0% | -27.0% |
| YTD | +60.5% | -24.4% | +84.8% | +65.8% |
| 1Y | +52.0% | -17.1% | +69.1% | +47.2% |
| 3Y | +193.1% | -53.6% | +246.8% | +308.3% |
| 5Y | +167.3% | -42.5% | +209.8% | +222.1% |
| All | +1,865.4% | +88.7% | +1,776.8% | +992.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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