+148.8%
MPWR vs MDY
+51.1%
+97.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | +0.8% |
| 7D | -0.6% | +1.0% | -1.6% | -2.6% |
| 30D | -13.1% | -3.1% | -9.9% | -7.5% |
| 3M | -21.7% | +1.8% | -23.6% | -23.9% |
| 6M | +19.5% | +10.8% | +8.7% | +0.9% |
| YTD | +34.9% | +14.4% | +20.5% | +7.9% |
| 1Y | +42.0% | +15.2% | +26.8% | +12.4% |
| 3Y | +148.8% | +51.2% | +97.6% | +26.6% |
| All | +148.8% | +51.1% | +97.7% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling