+136.7%
MPWR vs LII
+5.3%
+131.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.3% | +0.2% |
| 7D | -2.6% | -0.7% | -1.9% | -2.2% |
| 30D | -9.0% | -12.6% | +3.6% | -1.6% |
| 3M | -25.8% | -24.4% | -1.4% | -14.6% |
| 6M | +11.8% | -28.7% | +40.5% | +33.2% |
| YTD | +35.5% | -19.1% | +54.7% | +45.8% |
| 1Y | +45.3% | -29.7% | +75.0% | +71.8% |
| All | +136.7% | +5.3% | +131.4% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 3y: compounded portfolio wealth divided by compounded LII 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…
3y analysis · Full analysis span regression · 6 months rolling