+157.9%
MPWR vs PSX
+342.1%
-184.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -2.6% | +4.5% | -7.1% | -4.0% |
| 30D | -9.0% | +26.6% | -35.6% | -16.1% |
| 3M | -25.8% | +39.3% | -65.1% | -34.0% |
| 6M | +11.8% | +56.8% | -45.1% | -5.7% |
| YTD | +35.5% | +101.8% | -66.3% | +3.2% |
| 1Y | +45.3% | +99.6% | -54.3% | +10.6% |
| 3Y | +138.5% | +140.3% | -1.9% | +65.1% |
| All | +157.9% | +342.1% | -184.2% | +57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling