+1,607.5%
MPWR vs PNR
+66.6%
+1,540.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -0.5% |
| 7D | -2.3% | -5.5% | +3.2% | +1.8% |
| 30D | -15.4% | -15.6% | +0.2% | -4.8% |
| 3M | -19.4% | -20.2% | +0.8% | -8.0% |
| 6M | +12.7% | -36.6% | +49.3% | +53.0% |
| YTD | +31.3% | -45.0% | +76.3% | +96.7% |
| 1Y | +39.7% | -47.4% | +87.1% | +116.9% |
| 3Y | +142.2% | -13.7% | +155.9% | +159.4% |
| 5Y | +149.0% | -20.8% | +169.8% | +176.9% |
| All | +1,607.5% | +66.6% | +1,540.9% | +1,043.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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