+1,786.5%
MPWR vs PSX
+363.6%
+1,422.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.0% | +13.6% | +15.6% |
| 7D | +11.6% | -8.0% | +19.6% | +14.9% |
| 30D | +0.1% | -9.0% | +9.2% | +3.2% |
| 3M | -0.8% | +24.7% | -25.6% | -8.7% |
| 6M | -13.0% | +49.3% | -62.4% | -25.2% |
| YTD | +53.9% | +100.2% | -46.3% | +17.7% |
| 1Y | +45.8% | +88.8% | -43.0% | +13.6% |
| 3Y | +194.3% | +152.5% | +41.8% | +103.9% |
| 5Y | +160.1% | +283.2% | -123.1% | +52.7% |
| 10Y | +1,786.5% | +345.8% | +1,440.7% | +937.3% |
| All | +1,786.5% | +363.6% | +1,422.9% | +937.3% |
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