+155.6%
MPWR vs LULU
-77.0%
+232.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | +0.3% |
| 7D | -1.3% | -16.9% | +15.7% | +5.9% |
| 30D | -12.8% | -22.0% | +9.1% | -4.3% |
| 3M | -21.3% | -17.8% | -3.5% | -16.7% |
| 6M | +13.7% | -41.3% | +55.0% | +40.3% |
| YTD | +33.3% | -52.0% | +85.3% | +80.3% |
| 1Y | +41.3% | -39.8% | +81.1% | +67.4% |
| 3Y | +145.8% | -74.8% | +220.6% | +330.9% |
| 5Y | +155.6% | -76.3% | +231.9% | +345.6% |
| All | +155.6% | -77.0% | +232.6% | +345.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling