+155.2%
MPWR vs MTB
+101.8%
+53.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -2.6% | +1.7% | -4.3% | -3.5% |
| 30D | -9.0% | -4.2% | -4.8% | -7.1% |
| 3M | -25.8% | +8.9% | -34.7% | -29.7% |
| 6M | +11.8% | +10.9% | +0.9% | +4.9% |
| YTD | +35.5% | +21.5% | +14.0% | +21.1% |
| 1Y | +45.3% | +21.9% | +23.4% | +29.3% |
| 3Y | +138.5% | +109.2% | +29.2% | +64.6% |
| All | +155.2% | +101.8% | +53.4% | +96.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling