+148.8%
MPWR vs PBR
+98.1%
+50.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -4.0% | -1.3% |
| 7D | -0.6% | +2.5% | -3.1% | -1.3% |
| 30D | -13.1% | +19.4% | -32.4% | -17.3% |
| 3M | -21.7% | +20.8% | -42.5% | -25.9% |
| 6M | +19.5% | +23.5% | -4.0% | +10.2% |
| YTD | +34.9% | +83.4% | -48.5% | +7.5% |
| 1Y | +42.0% | +77.6% | -35.6% | +13.7% |
| 3Y | +148.8% | +99.9% | +49.0% | +85.1% |
| All | +148.8% | +98.1% | +50.7% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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