+160.1%
MPWR vs MTZ
+90.6%
+69.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +8.6% | +8.0% | +11.9% |
| 7D | +11.6% | -2.4% | +14.0% | +12.8% |
| 30D | +0.1% | -11.1% | +11.2% | +6.4% |
| 3M | -0.8% | -30.6% | +29.8% | +19.6% |
| 6M | -13.0% | -54.4% | +41.3% | +27.8% |
| YTD | +53.9% | -13.0% | +66.9% | +56.4% |
| 1Y | +45.8% | -5.7% | +51.5% | +41.4% |
| 3Y | +194.3% | +297.2% | -102.9% | +34.2% |
| 5Y | +160.1% | +95.9% | +64.3% | +52.6% |
| All | +160.1% | +90.6% | +69.5% | +52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling