+1,788.2%
MPWR vs MDT
+62.9%
+1,725.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.9% | -5.8% | -4.9% |
| 7D | +16.8% | +1.0% | +15.8% | +16.2% |
| 30D | +11.9% | +9.2% | +2.7% | +6.1% |
| 3M | +2.2% | +14.5% | -12.3% | -6.3% |
| 6M | -15.5% | +37.3% | -52.8% | -31.5% |
| YTD | +54.2% | +9.8% | +44.4% | +42.5% |
| 1Y | +51.5% | +10.5% | +40.9% | +38.9% |
| 3Y | +180.2% | +57.4% | +122.8% | +99.5% |
| 5Y | +156.8% | +1.2% | +155.6% | +142.5% |
| All | +1,788.2% | +62.9% | +1,725.3% | +1,171.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling