+1,921.6%
MPWR vs MTZ
+465.6%
+1,456.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +4.6% | +4.3% | +6.9% |
| 7D | +17.3% | +12.9% | +4.4% | +11.7% |
| 30D | +12.1% | -8.5% | +20.6% | +16.6% |
| 3M | +5.6% | -30.6% | +36.2% | +23.4% |
| 6M | -10.7% | -55.1% | +44.4% | +23.2% |
| YTD | +64.0% | -13.0% | +76.9% | +69.1% |
| 1Y | +55.9% | -4.3% | +60.2% | +54.2% |
| 3Y | +199.5% | +284.0% | -84.6% | +69.4% |
| 5Y | +176.6% | +97.7% | +78.9% | +93.3% |
| 10Y | +1,921.6% | +444.4% | +1,477.2% | +848.8% |
| All | +1,921.6% | +465.6% | +1,456.0% | +848.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 10y: compounded portfolio wealth divided by compounded MTZ 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…
10y analysis · Full analysis span regression · 6 months rolling