+14,101.9%
MPWR vs MTB
+285.9%
+13,816.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.9% | +6.1% | +5.6% |
| 7D | -1.7% | -1.3% | -0.4% | -1.1% |
| 30D | -16.5% | +0.5% | -17.0% | -16.8% |
| 3M | -12.3% | -12.4% | +0.1% | -7.2% |
| 6M | -27.7% | +1.5% | -29.2% | -28.9% |
| YTD | +32.0% | +10.3% | +21.7% | +25.3% |
| 1Y | +25.1% | +22.2% | +2.9% | +13.4% |
| 3Y | +146.5% | +96.9% | +49.5% | +81.9% |
| 5Y | +126.0% | +64.3% | +61.8% | +75.8% |
| 10Y | +1,582.7% | +137.8% | +1,444.9% | +907.5% |
| All | +14,101.9% | +285.9% | +13,816.0% | +6,006.0% |
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