+3,068.9%
MPWR vs PFGC
+485.3%
+2,583.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.7% | +8.9% |
| 7D | +17.3% | +1.5% | +15.8% | +16.9% |
| 30D | +12.1% | +17.4% | -5.3% | +6.3% |
| 3M | +5.6% | -2.4% | +8.0% | +5.7% |
| 6M | -10.7% | +18.2% | -28.9% | -16.2% |
| YTD | +64.0% | +23.7% | +40.3% | +51.5% |
| 1Y | +55.9% | +15.0% | +41.0% | +47.1% |
| 3Y | +199.5% | +82.3% | +117.1% | +146.8% |
| 5Y | +176.6% | +131.9% | +44.6% | +113.8% |
| 10Y | +1,921.6% | +353.0% | +1,568.6% | +1,156.2% |
| All | +3,068.9% | +485.3% | +2,583.6% | +1,739.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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