+17,540.7%
MPWR vs PBR
+839.0%
+16,701.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -2.5% | +11.4% | +9.6% |
| 7D | +17.3% | -9.1% | +26.4% | +20.2% |
| 30D | +12.1% | -29.9% | +42.0% | +22.1% |
| 3M | +5.6% | +2.3% | +3.3% | +3.7% |
| 6M | -10.7% | -10.9% | +0.2% | -9.5% |
| YTD | +64.0% | +56.9% | +7.1% | +41.9% |
| 1Y | +55.9% | +38.0% | +17.9% | +39.4% |
| 3Y | +199.5% | +64.8% | +134.7% | +152.4% |
| 5Y | +176.6% | +447.1% | -270.5% | +61.1% |
| 10Y | +1,921.6% | +545.8% | +1,375.8% | +873.3% |
| All | +17,540.7% | +839.0% | +16,701.7% | +7,467.5% |
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