+156.2%
MPWR vs O
+7.0%
+149.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.7% |
| 7D | +16.8% | -0.4% | +17.2% | +17.0% |
| 30D | +11.9% | +7.1% | +4.7% | +8.7% |
| 3M | +2.2% | -5.2% | +7.4% | +4.3% |
| 6M | -15.5% | -1.8% | -13.7% | -16.0% |
| YTD | +54.2% | +9.1% | +45.1% | +44.7% |
| 1Y | +51.5% | +9.7% | +41.8% | +41.4% |
| 3Y | +180.2% | +39.1% | +141.1% | +112.3% |
| All | +156.2% | +7.0% | +149.2% | +132.5% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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