+114.8%
MPWR vs LII
+22.0%
+92.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.8% | -7.4% | -8.5% |
| 7D | -5.6% | +0.2% | -5.8% | -5.9% |
| 30D | -23.2% | -4.6% | -18.6% | -21.9% |
| 3M | -15.8% | -21.7% | +5.9% | -2.7% |
| 6M | -28.5% | -32.8% | +4.3% | -11.1% |
| YTD | +25.5% | -27.5% | +53.0% | +44.8% |
| 1Y | +13.9% | -28.0% | +41.9% | +31.7% |
| 3Y | +134.6% | -7.2% | +141.8% | +115.3% |
| 5Y | +114.8% | +22.6% | +92.2% | +42.8% |
| All | +114.8% | +22.0% | +92.8% | +42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling