+160.1%
MPWR vs PLD
+1.8%
+158.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.8% | +13.8% | +14.6% |
| 7D | +11.6% | +0.7% | +10.9% | +11.3% |
| 30D | +0.1% | +0.8% | -0.7% | -0.4% |
| 3M | -0.8% | -6.1% | +5.3% | +3.8% |
| 6M | -13.0% | -8.0% | -5.0% | -8.8% |
| YTD | +53.9% | +4.7% | +49.3% | +45.9% |
| 1Y | +45.8% | +7.2% | +38.6% | +35.5% |
| 3Y | +194.3% | +39.2% | +155.0% | +115.0% |
| 5Y | +160.1% | +1.9% | +158.3% | +124.4% |
| All | +160.1% | +1.8% | +158.3% | +124.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 5y: compounded portfolio wealth divided by compounded PLD 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…
5y analysis · Full analysis span regression · 6 months rolling