+14,101.9%
MPWR vs MDT
+236.9%
+13,865.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.9% | +8.1% | +6.7% |
| 7D | -1.7% | +5.4% | -7.2% | -4.9% |
| 30D | -16.5% | +19.1% | -35.6% | -24.8% |
| 3M | -12.3% | +19.5% | -31.7% | -21.6% |
| 6M | -27.7% | +33.5% | -61.2% | -40.5% |
| YTD | +32.0% | +8.7% | +23.3% | +21.9% |
| 1Y | +25.1% | +16.8% | +8.3% | +10.4% |
| 3Y | +146.5% | +53.0% | +93.5% | +82.4% |
| 5Y | +126.0% | -2.9% | +128.9% | +115.1% |
| 10Y | +1,582.7% | +61.4% | +1,521.3% | +1,073.0% |
| All | +14,101.9% | +236.9% | +13,865.0% | +6,093.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling