+144.5%
MPWR vs MAS
+48.4%
+96.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +5.6% | -10.7% | -9.0% |
| 7D | +4.1% | +14.2% | -10.0% | -5.9% |
| 30D | -14.8% | +26.8% | -41.6% | -29.3% |
| 3M | -5.4% | +13.1% | -18.5% | -14.9% |
| 6M | -19.6% | +27.9% | -47.5% | -35.8% |
| YTD | +39.8% | +38.7% | +1.2% | +0.9% |
| 1Y | +32.5% | +40.4% | -7.8% | -5.6% |
| 3Y | +161.4% | +66.1% | +95.3% | +56.2% |
| 5Y | +144.5% | +47.4% | +97.1% | +68.6% |
| All | +144.5% | +48.4% | +96.0% | +68.6% |
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