+1,791.8%
MPWR vs PTC
+315.4%
+1,476.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.4% |
| 7D | +2.2% | +1.3% | +0.9% | +1.5% |
| 30D | -2.1% | +1.1% | -3.1% | -2.6% |
| 3M | -1.6% | +30.1% | -31.7% | -19.8% |
| 6M | -14.9% | +34.0% | -49.0% | -34.6% |
| YTD | +50.5% | +12.8% | +37.7% | +27.5% |
| 1Y | +40.0% | +10.7% | +29.2% | +20.1% |
| 3Y | +175.0% | +29.6% | +145.3% | +106.6% |
| 5Y | +162.0% | +63.5% | +98.4% | +70.0% |
| 10Y | +1,791.8% | +316.7% | +1,475.2% | +563.8% |
| All | +1,791.8% | +315.4% | +1,476.5% | +563.8% |
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