+1,650.0%
MPWR vs PSX
+371.8%
+1,278.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -1.0% |
| 7D | -0.6% | +2.8% | -3.4% | -1.6% |
| 30D | -13.1% | +27.8% | -40.8% | -20.3% |
| 3M | -21.7% | +42.0% | -63.8% | -31.1% |
| 6M | +19.5% | +58.1% | -38.6% | +0.4% |
| YTD | +34.9% | +105.0% | -70.1% | +2.7% |
| 1Y | +42.0% | +104.9% | -62.9% | +7.6% |
| 3Y | +148.8% | +134.1% | +14.8% | +77.1% |
| 5Y | +156.8% | +363.8% | -207.0% | +40.8% |
| 10Y | +1,650.0% | +370.1% | +1,279.9% | +794.9% |
| All | +1,650.0% | +371.8% | +1,278.3% | +794.9% |
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