+55.9%
MPWR vs PTC
+10.6%
+45.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.2% | +9.1% | +8.9% |
| 7D | +17.3% | +0.5% | +16.8% | +17.3% |
| 30D | +12.1% | +0.9% | +11.2% | +12.2% |
| 3M | +5.6% | +30.4% | -24.8% | +8.5% |
| 6M | -10.7% | +34.4% | -45.1% | -3.0% |
| YTD | +64.0% | +12.6% | +51.4% | +84.6% |
| 1Y | +55.9% | +10.2% | +45.7% | +77.8% |
| All | +55.9% | +10.6% | +45.3% | +77.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling