+1,791.8%
MPWR vs PSX
+342.3%
+1,449.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.9% |
| 7D | +2.2% | -7.8% | +10.0% | +5.2% |
| 30D | -2.1% | -9.9% | +7.8% | +1.2% |
| 3M | -1.6% | +16.9% | -18.5% | -7.3% |
| 6M | -14.9% | +48.0% | -62.9% | -26.6% |
| YTD | +50.5% | +98.3% | -47.8% | +15.5% |
| 1Y | +40.0% | +86.2% | -46.2% | +9.5% |
| 3Y | +175.0% | +144.0% | +31.0% | +92.7% |
| 5Y | +162.0% | +287.7% | -125.8% | +53.1% |
| 10Y | +1,791.8% | +338.3% | +1,453.5% | +936.3% |
| All | +1,791.8% | +342.3% | +1,449.5% | +936.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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