+1,203.5%
MPWR vs LBRT
-16.4%
+1,219.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +3.3% | +5.6% | +8.2% |
| 7D | +17.3% | -1.9% | +19.2% | +18.0% |
| 30D | +12.1% | -32.0% | +44.1% | +21.0% |
| 3M | +5.6% | -39.7% | +45.3% | +16.5% |
| 6M | -10.7% | -61.1% | +50.4% | +6.4% |
| YTD | +64.0% | -29.4% | +93.3% | +72.8% |
| 1Y | +55.9% | -24.5% | +80.4% | +61.9% |
| 3Y | +199.5% | -28.1% | +227.6% | +202.0% |
| 5Y | +176.6% | +23.9% | +152.7% | +146.5% |
| All | +1,203.5% | -16.4% | +1,219.9% | +861.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling