+1,788.2%
MPWR vs ITUB
+175.8%
+1,612.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.2% | -6.1% | -4.6% |
| 7D | +16.8% | +1.9% | +14.9% | +16.2% |
| 30D | +11.9% | -22.2% | +34.0% | +20.0% |
| 3M | +2.2% | +2.7% | -0.5% | -0.8% |
| 6M | -15.5% | -3.0% | -12.5% | -16.6% |
| YTD | +54.2% | +7.5% | +46.7% | +47.4% |
| 1Y | +51.5% | +10.5% | +41.0% | +43.2% |
| 3Y | +180.2% | +81.0% | +99.2% | +122.3% |
| 5Y | +156.8% | +181.8% | -25.0% | +69.7% |
| All | +1,788.2% | +175.8% | +1,612.4% | +1,086.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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