+16,459.4%
MPWR vs PFG
+460.6%
+15,998.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +4.0% | +12.6% | +15.1% |
| 7D | +11.6% | +2.3% | +9.3% | +10.8% |
| 30D | +0.1% | +7.6% | -7.5% | -2.5% |
| 3M | -0.8% | +2.5% | -3.3% | -2.0% |
| 6M | -13.0% | +16.6% | -29.6% | -18.8% |
| YTD | +53.9% | +34.1% | +19.9% | +36.7% |
| 1Y | +45.8% | +44.1% | +1.8% | +26.1% |
| 3Y | +194.3% | +86.3% | +108.0% | +132.9% |
| 5Y | +160.1% | +101.6% | +58.6% | +101.6% |
| 10Y | +1,786.5% | +197.9% | +1,588.6% | +1,113.5% |
| All | +16,459.4% | +460.6% | +15,998.7% | +7,227.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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