+1,542.6%
MPWR vs PTC
+334.9%
+1,207.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.1% |
| 7D | -1.7% | -0.2% | -1.5% | -1.6% |
| 30D | -16.5% | +0.8% | -17.3% | -16.9% |
| 3M | -12.3% | +32.1% | -44.4% | -29.3% |
| 6M | -27.7% | +42.6% | -70.4% | -47.2% |
| YTD | +32.0% | +12.0% | +20.0% | +12.3% |
| 1Y | +25.1% | +12.2% | +12.9% | +6.1% |
| 3Y | +146.5% | +31.2% | +115.3% | +83.5% |
| 5Y | +126.0% | +54.9% | +71.2% | +51.7% |
| All | +1,542.6% | +334.9% | +1,207.7% | +468.2% |
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