+167.3%
MPWR vs OPEN
-94.5%
+261.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.5% | +7.4% | -0.7% |
| 7D | +27.9% | -31.0% | +58.9% | +34.1% |
| 30D | +9.7% | -41.5% | +51.2% | +17.1% |
| 3M | +1.7% | -64.6% | +66.3% | +16.6% |
| 6M | -9.2% | -73.8% | +64.5% | +7.8% |
| YTD | +60.5% | -78.8% | +139.3% | +94.4% |
| 1Y | +52.0% | -86.8% | +138.9% | +96.0% |
| 3Y | +193.1% | -40.6% | +233.8% | +124.0% |
| 5Y | +167.3% | -94.7% | +261.9% | +182.4% |
| All | +167.3% | -94.5% | +261.8% | +182.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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