+1,679.2%
MPWR vs MTZ
+729.4%
+949.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.3% |
| 7D | -1.3% | +2.3% | -3.6% | -2.3% |
| 30D | -12.8% | -10.3% | -2.6% | -8.8% |
| 3M | -21.3% | -31.8% | +10.5% | -9.5% |
| 6M | +13.7% | -19.2% | +32.9% | +21.6% |
| YTD | +33.3% | +10.7% | +22.6% | +24.1% |
| 1Y | +41.3% | +37.5% | +3.8% | +20.1% |
| 3Y | +145.8% | +162.4% | -16.6% | +57.7% |
| 5Y | +155.6% | +166.3% | -10.7% | +58.7% |
| 10Y | +1,679.2% | +753.2% | +926.0% | +627.9% |
| All | +1,679.2% | +729.4% | +949.9% | +627.9% |
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