+155.2%
MPWR vs MAS
+32.0%
+123.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | -0.5% |
| 7D | -2.6% | -0.8% | -1.8% | -2.1% |
| 30D | -9.0% | -5.6% | -3.5% | -5.4% |
| 3M | -25.8% | +4.4% | -30.3% | -30.2% |
| 6M | +11.8% | +7.2% | +4.6% | +1.8% |
| YTD | +35.5% | +16.1% | +19.4% | +13.0% |
| 1Y | +45.3% | +0.1% | +45.2% | +36.8% |
| 3Y | +138.5% | +28.3% | +110.1% | +77.3% |
| All | +155.2% | +32.0% | +123.2% | +87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling