+155.2%
MPWR vs PPL
+39.5%
+115.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.6% | +2.7% | -5.2% | -3.1% |
| 30D | -9.0% | +0.5% | -9.5% | -9.1% |
| 3M | -25.8% | +0.7% | -26.5% | -26.2% |
| 6M | +11.8% | -7.6% | +19.4% | +13.4% |
| YTD | +35.5% | +1.8% | +33.7% | +33.8% |
| 1Y | +45.3% | -0.8% | +46.1% | +44.3% |
| 3Y | +138.5% | +56.9% | +81.6% | +87.4% |
| All | +155.2% | +39.5% | +115.7% | +104.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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