+114.8%
MPWR vs PRU
+38.4%
+76.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -3.3% | -7.0% | -8.2% |
| 7D | -5.6% | +4.8% | -10.4% | -8.6% |
| 30D | -23.2% | +7.9% | -31.1% | -27.3% |
| 3M | -15.8% | +3.1% | -18.9% | -18.1% |
| 6M | -28.5% | +25.2% | -53.8% | -40.2% |
| YTD | +25.5% | +12.7% | +12.7% | +12.4% |
| 1Y | +13.9% | +23.5% | -9.6% | -4.8% |
| 3Y | +134.6% | +50.6% | +84.0% | +62.9% |
| 5Y | +114.8% | +40.9% | +74.0% | +59.2% |
| All | +114.8% | +38.4% | +76.4% | +59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling