+194.3%
MPWR vs PRU
+55.2%
+139.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.4% | +14.2% | +15.4% |
| 7D | +11.6% | +3.2% | +8.4% | +9.8% |
| 30D | +0.1% | +7.9% | -7.8% | -4.0% |
| 3M | -0.8% | +1.8% | -2.6% | -2.1% |
| 6M | -13.0% | +24.1% | -37.2% | -24.9% |
| YTD | +53.9% | +12.4% | +41.5% | +41.0% |
| 1Y | +45.8% | +20.9% | +24.9% | +26.7% |
| 3Y | +194.3% | +55.5% | +138.8% | +90.4% |
| All | +194.3% | +55.2% | +139.1% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 3y: compounded portfolio wealth divided by compounded PRU 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…
3y analysis · Full analysis span regression · 6 months rolling