+194.3%
MPWR vs OTIS
+2.4%
+191.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -0.2% | +16.8% | +16.7% |
| 7D | +11.6% | +0.5% | +11.1% | +11.3% |
| 30D | +0.1% | +19.4% | -19.3% | -5.6% |
| 3M | -0.8% | +7.1% | -7.9% | -3.0% |
| 6M | -13.0% | +6.6% | -19.6% | -15.1% |
| YTD | +53.9% | -8.3% | +62.2% | +59.0% |
| 1Y | +45.8% | -11.6% | +57.4% | +53.3% |
| 3Y | +194.3% | +3.1% | +191.1% | +143.0% |
| All | +194.3% | +2.4% | +191.8% | +143.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 3y: compounded portfolio wealth divided by compounded OTIS 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…
3y analysis · Full analysis span regression · 6 months rolling