+156.8%
MPWR vs ITUB
+181.4%
-24.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -1.1% |
| 7D | -0.6% | +8.2% | -8.9% | -3.3% |
| 30D | -13.1% | +4.7% | -17.8% | -14.6% |
| 3M | -21.7% | +13.0% | -34.7% | -25.2% |
| 6M | +19.5% | +4.2% | +15.3% | +17.4% |
| YTD | +34.9% | +18.6% | +16.4% | +27.8% |
| 1Y | +42.0% | +31.3% | +10.7% | +30.2% |
| 3Y | +148.8% | +124.9% | +23.9% | +94.2% |
| 5Y | +156.8% | +195.6% | -38.8% | +79.3% |
| All | +156.8% | +181.4% | -24.6% | +79.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling