+977.3%
MPWR vs LBRT
+33.5%
+943.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.6% |
| 7D | -2.6% | +8.7% | -11.3% | -4.2% |
| 30D | -9.0% | +6.6% | -15.6% | -10.3% |
| 3M | -25.8% | -34.5% | +8.6% | -20.1% |
| 6M | +11.8% | -24.5% | +36.2% | +16.4% |
| YTD | +35.5% | +12.7% | +22.8% | +30.4% |
| 1Y | +45.3% | +94.8% | -49.5% | +24.3% |
| 3Y | +138.5% | +31.9% | +106.6% | +113.6% |
| 5Y | +152.8% | +111.8% | +40.9% | +101.9% |
| All | +977.3% | +33.5% | +943.8% | +625.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded LBRT 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling