+270.7%
MPWR vs PL
+46.6%
+224.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +14.5% | +2.1% | +13.4% |
| 7D | +11.6% | +10.9% | +0.7% | +9.4% |
| 30D | +0.1% | -16.4% | +16.5% | +4.1% |
| 3M | -0.8% | -39.9% | +39.1% | +10.0% |
| 6M | -13.0% | -63.2% | +50.2% | +5.1% |
| YTD | +53.9% | -27.1% | +81.0% | +56.2% |
| 1Y | +45.8% | +12.2% | +33.6% | +32.6% |
| 3Y | +194.3% | +584.3% | -390.0% | +48.1% |
| 5Y | +160.1% | +37.0% | +123.2% | +68.3% |
| All | +270.7% | +46.6% | +224.1% | +141.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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