+14,101.9%
MPWR vs IT
+1,561.7%
+12,540.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -4.0% | +9.2% | +7.0% |
| 7D | -1.7% | -16.9% | +15.2% | +5.7% |
| 30D | -16.5% | +2.3% | -18.8% | -19.2% |
| 3M | -12.3% | +2.9% | -15.1% | -17.2% |
| 6M | -27.7% | +25.9% | -53.6% | -42.5% |
| YTD | +32.0% | -24.6% | +56.6% | +31.7% |
| 1Y | +25.1% | -16.0% | +41.1% | +17.1% |
| 3Y | +146.5% | -51.6% | +198.1% | +206.5% |
| 5Y | +126.0% | -42.6% | +168.7% | +161.0% |
| 10Y | +1,582.7% | +103.6% | +1,479.1% | +871.1% |
| All | +14,101.9% | +1,561.7% | +12,540.2% | +3,134.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling