+1,786.5%
MPWR vs PHM
+746.3%
+1,040.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.6% | +14.0% | +15.3% |
| 7D | +11.6% | +3.5% | +8.1% | +9.3% |
| 30D | +0.1% | +21.2% | -21.1% | -10.1% |
| 3M | -0.8% | +2.5% | -3.3% | -3.3% |
| 6M | -13.0% | +16.1% | -29.1% | -21.5% |
| YTD | +53.9% | +16.6% | +37.3% | +37.7% |
| 1Y | +45.8% | +14.4% | +31.4% | +31.5% |
| 3Y | +194.3% | +71.9% | +122.4% | +107.5% |
| 5Y | +160.1% | +174.3% | -14.2% | +41.8% |
| 10Y | +1,786.5% | +744.0% | +1,042.5% | +544.7% |
| All | +1,786.5% | +746.3% | +1,040.2% | +544.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling