+43.1%
MPWR vs PH
+13.9%
+29.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +4.2% | +12.4% | +12.1% |
| 7D | +11.6% | +3.0% | +8.5% | +8.8% |
| 30D | +0.1% | -0.6% | +0.7% | +1.1% |
| 3M | -0.8% | -10.7% | +9.9% | +10.4% |
| 6M | -13.0% | +9.1% | -22.1% | -20.2% |
| YTD | +53.9% | +9.5% | +44.4% | +37.8% |
| All | +43.1% | +13.9% | +29.3% | +23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling