+41.3%
MPWR vs MTZ
+36.0%
+5.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.2% |
| 7D | -1.3% | +2.3% | -3.6% | -2.4% |
| 30D | -12.8% | -10.3% | -2.6% | -8.3% |
| 3M | -21.3% | -31.8% | +10.5% | -7.8% |
| 6M | +13.7% | -19.2% | +32.9% | +18.3% |
| YTD | +33.3% | +10.7% | +22.6% | +12.0% |
| 1Y | +41.3% | +37.5% | +3.8% | +9.4% |
| All | +41.3% | +36.0% | +5.3% | +9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling