+156.8%
MPWR vs PHM
+152.9%
+3.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | +1.6% |
| 7D | -0.6% | -2.5% | +1.9% | +0.8% |
| 30D | -13.1% | -9.7% | -3.4% | -8.0% |
| 3M | -21.7% | +2.2% | -24.0% | -24.4% |
| 6M | +19.5% | -5.7% | +25.2% | +21.2% |
| YTD | +34.9% | +2.8% | +32.1% | +28.4% |
| 1Y | +42.0% | -14.4% | +56.4% | +50.5% |
| 3Y | +148.8% | +52.2% | +96.6% | +68.1% |
| 5Y | +156.8% | +154.3% | +2.6% | +15.6% |
| All | +156.8% | +152.9% | +3.9% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PHM 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling