+136.7%
MPWR vs IT
-46.5%
+183.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.6% | +5.5% | +1.4% |
| 7D | -2.6% | -6.0% | +3.5% | -1.8% |
| 30D | -9.0% | 0.0% | -9.0% | -9.2% |
| 3M | -25.8% | +13.1% | -38.9% | -27.1% |
| 6M | +11.8% | +11.7% | +0.1% | +8.6% |
| YTD | +35.5% | -26.1% | +61.6% | +56.3% |
| 1Y | +45.3% | -21.3% | +66.6% | +59.9% |
| All | +136.7% | -46.5% | +183.3% | +268.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling