+45.3%
MPWR vs LUMN
+42.5%
+2.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.9% | +1.3% |
| 7D | -2.6% | +12.1% | -14.7% | -5.4% |
| 30D | -9.0% | +11.3% | -20.4% | -11.7% |
| 3M | -25.8% | -31.6% | +5.8% | -19.2% |
| 6M | +11.8% | -2.7% | +14.5% | +11.4% |
| YTD | +35.5% | -12.9% | +48.4% | +35.7% |
| 1Y | +45.3% | +36.2% | +9.1% | +37.9% |
| All | +45.3% | +42.5% | +2.8% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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