+32.5%
MPWR vs MDT
+20.2%
+12.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.1% | -11.2% | -2.6% |
| 7D | +4.1% | +10.7% | -6.6% | +8.6% |
| 30D | -14.8% | +19.3% | -34.1% | -8.6% |
| 3M | -5.4% | +22.8% | -28.2% | +2.1% |
| 6M | -19.6% | +36.4% | -56.0% | -13.1% |
| YTD | +39.8% | +12.1% | +27.8% | +58.2% |
| 1Y | +32.5% | +19.9% | +12.6% | +54.8% |
| All | +32.5% | +20.2% | +12.3% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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