+897.4%
MPWR vs LBRT
-26.4%
+923.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -13.7% | +3.4% | -7.5% |
| 7D | -5.6% | -34.8% | +29.2% | +2.5% |
| 30D | -23.2% | -43.6% | +20.4% | -14.1% |
| 3M | -15.8% | -41.2% | +25.5% | -6.8% |
| 6M | -28.5% | -66.1% | +37.5% | -12.7% |
| YTD | +25.5% | -37.9% | +63.3% | +35.4% |
| 1Y | +13.9% | -33.9% | +47.8% | +21.2% |
| 3Y | +134.6% | -40.9% | +175.4% | +145.1% |
| 5Y | +114.8% | +2.1% | +112.7% | +98.2% |
| All | +897.4% | -26.4% | +923.8% | +653.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling