+1,921.6%
MPWR vs PTC
+317.3%
+1,604.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.2% | +9.1% | +9.0% |
| 7D | +17.3% | +0.5% | +16.8% | +17.0% |
| 30D | +12.1% | +0.9% | +11.2% | +11.6% |
| 3M | +5.6% | +30.4% | -24.8% | -14.0% |
| 6M | -10.7% | +34.4% | -45.1% | -31.5% |
| YTD | +64.0% | +12.6% | +51.4% | +39.0% |
| 1Y | +55.9% | +10.2% | +45.7% | +34.2% |
| 3Y | +199.5% | +29.4% | +170.1% | +125.3% |
| 5Y | +176.6% | +63.7% | +112.8% | +79.3% |
| 10Y | +1,921.6% | +316.9% | +1,604.7% | +607.3% |
| All | +1,921.6% | +317.3% | +1,604.3% | +607.3% |
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