+55.9%
MPWR vs LPLA
-19.0%
+75.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -2.2% | +11.2% | +9.3% |
| 7D | +17.3% | -3.2% | +20.4% | +17.8% |
| 30D | +12.1% | -8.6% | +20.7% | +13.5% |
| 3M | +5.6% | -18.7% | +24.3% | +9.2% |
| 6M | -10.7% | +4.5% | -15.3% | -12.8% |
| YTD | +64.0% | -15.3% | +79.3% | +70.9% |
| 1Y | +55.9% | -19.9% | +75.8% | +69.2% |
| All | +55.9% | -19.0% | +75.0% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 1y: compounded portfolio wealth divided by compounded LPLA 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…
1y analysis · Full analysis span regression · 6 months rolling