+156.8%
MPWR vs MTZ
+165.9%
-9.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.8% | -4.2% | -2.4% |
| 7D | -0.6% | +3.6% | -4.2% | -2.5% |
| 30D | -13.1% | -9.6% | -3.4% | -8.5% |
| 3M | -21.7% | -31.9% | +10.2% | -7.1% |
| 6M | +19.5% | -13.8% | +33.3% | +24.2% |
| YTD | +34.9% | +13.3% | +21.7% | +20.0% |
| 1Y | +42.0% | +39.3% | +2.7% | +12.6% |
| 3Y | +148.8% | +168.3% | -19.5% | +38.5% |
| 5Y | +156.8% | +166.4% | -9.6% | +28.7% |
| All | +156.8% | +165.9% | -9.1% | +28.7% |
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