+180.2%
MPWR vs MTB
+106.3%
+73.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.6% | -4.5% | -4.3% |
| 7D | +16.8% | +1.5% | +15.3% | +15.9% |
| 30D | +11.9% | +2.3% | +9.5% | +10.2% |
| 3M | +2.2% | -12.1% | +14.3% | +10.9% |
| 6M | -15.5% | +9.8% | -25.3% | -22.5% |
| YTD | +54.2% | +12.0% | +42.2% | +39.4% |
| 1Y | +51.5% | +22.0% | +29.4% | +28.5% |
| 3Y | +180.2% | +107.6% | +72.6% | +70.1% |
| All | +180.2% | +106.3% | +73.9% | +70.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling