+14,479.0%
MPWR vs MTB
+325.0%
+14,154.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -2.6% | +1.7% | -4.3% | -3.4% |
| 30D | -9.0% | -4.2% | -4.8% | -7.3% |
| 3M | -25.8% | +8.9% | -34.7% | -29.1% |
| 6M | +11.8% | +10.9% | +0.9% | +6.1% |
| YTD | +35.5% | +21.5% | +14.0% | +23.5% |
| 1Y | +45.3% | +21.9% | +23.4% | +31.9% |
| 3Y | +138.5% | +109.2% | +29.2% | +71.2% |
| 5Y | +152.8% | +102.0% | +50.8% | +79.1% |
| 10Y | +1,616.6% | +171.9% | +1,444.7% | +869.4% |
| All | +14,479.0% | +325.0% | +14,154.0% | +5,915.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling