+1,632.0%
MPWR vs PTC
+223.7%
+1,408.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.0% | +6.9% | +4.6% |
| 7D | -2.6% | -10.3% | +7.7% | +4.0% |
| 30D | -9.0% | +1.1% | -10.2% | -10.7% |
| 3M | -25.8% | +1.6% | -27.4% | -29.8% |
| 6M | +11.8% | -13.5% | +25.2% | +16.2% |
| YTD | +35.5% | -19.1% | +54.6% | +45.7% |
| 1Y | +45.3% | -33.9% | +79.2% | +80.8% |
| 3Y | +138.5% | -3.9% | +142.4% | +122.9% |
| 5Y | +152.8% | +6.0% | +146.7% | +121.8% |
| All | +1,632.0% | +223.7% | +1,408.4% | +691.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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