+1,542.6%
MPWR vs LDOS
+248.5%
+1,294.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.3% | +7.5% | +6.1% |
| 7D | -1.7% | -7.2% | +5.5% | +0.7% |
| 30D | -16.5% | +16.8% | -33.4% | -22.1% |
| 3M | -12.3% | -1.6% | -10.7% | -13.0% |
| 6M | -27.7% | -1.0% | -26.8% | -29.2% |
| YTD | +32.0% | -25.8% | +57.8% | +44.4% |
| 1Y | +25.1% | -31.1% | +56.2% | +41.8% |
| 3Y | +146.5% | +32.8% | +113.7% | +96.1% |
| 5Y | +126.0% | +49.4% | +76.7% | +64.2% |
| All | +1,542.6% | +248.5% | +1,294.2% | +647.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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