+1,657.7%
MPWR vs MDT
+42.6%
+1,615.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.2% |
| 7D | -2.6% | +3.2% | -5.8% | -4.3% |
| 30D | -9.0% | +9.5% | -18.6% | -13.7% |
| 3M | -25.8% | +16.0% | -41.8% | -32.9% |
| 6M | +11.8% | +0.2% | +11.5% | +9.9% |
| YTD | +35.5% | -0.3% | +35.8% | +33.3% |
| 1Y | +45.3% | +4.7% | +40.6% | +37.8% |
| 3Y | +138.5% | +26.5% | +111.9% | +95.9% |
| 5Y | +152.8% | -18.2% | +171.0% | +174.7% |
| All | +1,657.7% | +42.6% | +1,615.2% | +1,205.8% |
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 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