+125.2%
MPWR vs IT
-43.2%
+168.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -4.0% | +9.2% | +6.5% |
| 7D | -1.7% | -16.9% | +15.2% | +3.4% |
| 30D | -16.5% | +2.3% | -18.8% | -18.8% |
| 3M | -12.3% | +2.9% | -15.1% | -16.3% |
| 6M | -27.7% | +25.9% | -53.6% | -40.7% |
| YTD | +32.0% | -24.6% | +56.6% | +45.2% |
| 1Y | +25.1% | -16.0% | +41.1% | +25.6% |
| 3Y | +146.5% | -51.6% | +198.1% | +274.8% |
| All | +125.2% | -43.2% | +168.3% | +169.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling