+1,865.4%
MPWR vs PH
+700.5%
+1,165.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -0.9% |
| 7D | +27.9% | +7.4% | +20.6% | +21.6% |
| 30D | +9.7% | +0.5% | +9.2% | +10.0% |
| 3M | +1.7% | -10.2% | +12.0% | +11.4% |
| 6M | -9.2% | +8.9% | -18.2% | -14.4% |
| YTD | +60.5% | +9.7% | +50.8% | +51.0% |
| 1Y | +52.0% | +12.8% | +39.2% | +40.1% |
| 3Y | +193.1% | +134.6% | +58.5% | +60.9% |
| 5Y | +167.3% | +204.5% | -37.3% | +22.2% |
| All | +1,865.4% | +700.5% | +1,165.0% | +410.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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