+14,479.0%
MPWR vs PBR
+960.2%
+13,518.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.3% |
| 7D | -2.6% | +8.6% | -11.2% | -4.8% |
| 30D | -9.0% | +12.8% | -21.8% | -12.1% |
| 3M | -25.8% | +14.7% | -40.5% | -28.7% |
| 6M | +11.8% | +25.2% | -13.4% | +4.0% |
| YTD | +35.5% | +77.1% | -41.6% | +14.8% |
| 1Y | +45.3% | +69.6% | -24.2% | +24.2% |
| 3Y | +138.5% | +95.6% | +42.9% | +93.8% |
| 5Y | +152.8% | +501.8% | -349.0% | +44.3% |
| 10Y | +1,616.6% | +640.6% | +976.0% | +700.1% |
| All | +14,479.0% | +960.2% | +13,518.8% | +6,020.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling