+47.9%
MPWR vs OKE
+40.5%
+7.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.1% | +4.4% |
| 7D | +0.9% | +1.2% | -0.4% | +1.3% |
| 30D | -13.4% | +4.5% | -17.9% | -12.1% |
| 3M | -22.2% | +9.6% | -31.8% | -19.4% |
| 6M | +15.7% | +15.4% | +0.3% | +19.8% |
| YTD | +36.7% | +36.5% | +0.2% | +43.1% |
| 1Y | +47.9% | +39.0% | +9.0% | +57.5% |
| All | +47.9% | +40.5% | +7.5% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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