+136.7%
MPWR vs MAS
+29.0%
+107.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | -0.3% |
| 7D | -2.6% | -0.8% | -1.8% | -2.1% |
| 30D | -9.0% | -5.6% | -3.5% | -5.9% |
| 3M | -25.8% | +4.4% | -30.3% | -29.8% |
| 6M | +11.8% | +7.2% | +4.6% | +2.6% |
| YTD | +35.5% | +16.1% | +19.4% | +14.2% |
| 1Y | +45.3% | +0.1% | +45.2% | +37.9% |
| All | +136.7% | +29.0% | +107.7% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 3y: compounded portfolio wealth divided by compounded MAS 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…
3y analysis · Full analysis span regression · 6 months rolling