+160.1%
MPWR vs ITUB
+186.4%
-26.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.3% | +14.3% | +15.9% |
| 7D | +11.6% | +5.5% | +6.1% | +9.8% |
| 30D | +0.1% | -25.6% | +25.7% | +8.7% |
| 3M | -0.8% | -4.7% | +3.9% | -1.6% |
| 6M | -13.0% | -8.6% | -4.4% | -12.7% |
| YTD | +53.9% | +7.9% | +46.0% | +47.0% |
| 1Y | +45.8% | +11.2% | +34.6% | +37.7% |
| 3Y | +194.3% | +82.6% | +111.6% | +137.4% |
| 5Y | +160.1% | +192.7% | -32.6% | +78.3% |
| All | +160.1% | +186.4% | -26.2% | +78.3% |
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