+1,650.0%
MPWR vs PEG
+145.3%
+1,504.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.2% | -0.8% |
| 7D | -0.6% | +1.0% | -1.6% | -1.1% |
| 30D | -13.1% | -1.9% | -11.2% | -12.4% |
| 3M | -21.7% | -3.7% | -18.1% | -20.8% |
| 6M | +19.5% | -9.4% | +28.9% | +24.0% |
| YTD | +34.9% | -6.0% | +40.9% | +37.4% |
| 1Y | +42.0% | -4.4% | +46.3% | +42.9% |
| 3Y | +148.8% | +33.5% | +115.3% | +111.5% |
| 5Y | +156.8% | +35.7% | +121.1% | +113.0% |
| 10Y | +1,650.0% | +140.4% | +1,509.6% | +986.7% |
| All | +1,650.0% | +145.3% | +1,504.7% | +986.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 10y: compounded portfolio wealth divided by compounded PEG 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…
10y analysis · Full analysis span regression · 6 months rolling