+1,650.0%
MPWR vs MTB
+173.2%
+1,476.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | -0.2% |
| 7D | -0.6% | +2.8% | -3.4% | -1.8% |
| 30D | -13.1% | -4.2% | -8.9% | -11.5% |
| 3M | -21.7% | +7.8% | -29.5% | -24.8% |
| 6M | +19.5% | +14.8% | +4.7% | +11.6% |
| YTD | +34.9% | +20.8% | +14.1% | +23.3% |
| 1Y | +42.0% | +23.1% | +18.8% | +28.3% |
| 3Y | +148.8% | +114.8% | +34.0% | +79.0% |
| 5Y | +156.8% | +103.3% | +53.5% | +85.8% |
| 10Y | +1,650.0% | +173.0% | +1,477.0% | +1,003.5% |
| All | +1,650.0% | +173.2% | +1,476.9% | +1,003.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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