+156.8%
MPWR vs IT
-44.6%
+201.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.4% | +7.0% | +2.4% |
| 7D | -0.6% | -9.1% | +8.5% | +2.8% |
| 30D | -13.1% | -7.0% | -6.1% | -11.4% |
| 3M | -21.7% | +7.6% | -29.4% | -27.5% |
| 6M | +19.5% | +2.1% | +17.4% | +10.1% |
| YTD | +34.9% | -31.6% | +66.5% | +57.7% |
| 1Y | +42.0% | -29.9% | +71.9% | +60.0% |
| 3Y | +148.8% | -51.3% | +200.1% | +258.4% |
| 5Y | +156.8% | -44.8% | +201.6% | +210.8% |
| All | +156.8% | -44.6% | +201.4% | +210.8% |
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