+149.0%
MPWR vs POET
-11.6%
+160.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -0.9% |
| 7D | -2.3% | +3.7% | -6.0% | -2.7% |
| 30D | -15.4% | -11.5% | -3.9% | -14.4% |
| 3M | -19.4% | -30.8% | +11.4% | -16.7% |
| 6M | +12.7% | +8.6% | +4.2% | +6.2% |
| YTD | +31.3% | +20.1% | +11.3% | +21.7% |
| 1Y | +39.7% | +35.7% | +3.9% | +26.1% |
| 3Y | +142.2% | +116.5% | +25.7% | +100.2% |
| 5Y | +149.0% | -8.4% | +157.4% | +108.0% |
| All | +149.0% | -11.6% | +160.6% | +108.0% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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