+198.2%
MPWR vs LTH
+186.2%
+12.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.6% |
| 7D | +2.2% | +6.4% | -4.2% | -0.6% |
| 30D | -2.1% | +16.7% | -18.8% | -8.5% |
| 3M | -1.6% | +11.7% | -13.2% | -6.8% |
| 6M | -14.9% | +48.5% | -63.5% | -29.1% |
| YTD | +50.5% | +78.4% | -27.9% | +14.9% |
| 1Y | +40.0% | +89.7% | -49.7% | +3.9% |
| 3Y | +175.0% | +245.6% | -70.7% | +57.7% |
| 5Y | +162.0% | +142.7% | +19.3% | +42.1% |
| All | +198.2% | +186.2% | +12.1% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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