+1,607.5%
MPWR vs LULU
+50.4%
+1,557.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.4% | -0.2% |
| 7D | -2.3% | -20.4% | +18.2% | +6.9% |
| 30D | -15.4% | -22.9% | +7.5% | -6.7% |
| 3M | -19.4% | -18.5% | -0.8% | -14.4% |
| 6M | +12.7% | -41.8% | +54.5% | +38.5% |
| YTD | +31.3% | -53.4% | +84.7% | +77.4% |
| 1Y | +39.7% | -40.9% | +80.6% | +66.3% |
| 3Y | +142.2% | -75.6% | +217.7% | +315.3% |
| 5Y | +149.0% | -77.2% | +226.2% | +328.5% |
| All | +1,607.5% | +50.4% | +1,557.2% | +1,711.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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