+51.5%
MPWR vs PTC
+10.7%
+40.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.9% |
| 7D | +16.8% | +0.5% | +16.3% | +16.9% |
| 30D | +11.9% | +1.2% | +10.6% | +12.0% |
| 3M | +2.2% | +27.4% | -25.2% | +4.1% |
| 6M | -15.5% | +39.2% | -54.7% | -7.6% |
| YTD | +54.2% | +12.5% | +41.7% | +72.2% |
| 1Y | +51.5% | +12.3% | +39.2% | +69.2% |
| All | +51.5% | +10.7% | +40.7% | +69.2% |
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 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