+41.3%
MPWR vs MTB
+22.9%
+18.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -1.3% | +1.1% | -2.4% | -1.6% |
| 30D | -12.8% | -4.6% | -8.2% | -11.4% |
| 3M | -21.3% | +6.3% | -27.6% | -24.6% |
| 6M | +13.7% | +15.6% | -1.9% | +3.1% |
| YTD | +33.3% | +20.6% | +12.7% | +19.5% |
| 1Y | +41.3% | +22.5% | +18.8% | +22.5% |
| All | +41.3% | +22.9% | +18.4% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling