+134.3%
MPWR vs OVV
+35.0%
+99.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.9% | -7.4% | -9.5% |
| 7D | -5.6% | -14.9% | +9.3% | -1.3% |
| 30D | -23.2% | -0.9% | -22.3% | -23.4% |
| 3M | -15.8% | +5.6% | -21.4% | -18.3% |
| 6M | -28.5% | -2.5% | -26.1% | -29.2% |
| YTD | +25.5% | +57.8% | -32.4% | -0.8% |
| 1Y | +13.9% | +70.1% | -56.2% | -13.9% |
| All | +134.3% | +35.0% | +99.3% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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