+194.3%
MPWR vs PTC
+30.6%
+163.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.4% | +16.2% | +16.5% |
| 7D | +11.6% | +0.8% | +10.8% | +11.4% |
| 30D | +0.1% | +0.7% | -0.6% | 0.0% |
| 3M | -0.8% | +32.6% | -33.4% | -9.4% |
| 6M | -13.0% | +33.6% | -46.6% | -20.6% |
| YTD | +53.9% | +12.4% | +41.5% | +55.8% |
| 1Y | +45.8% | +11.2% | +34.6% | +48.7% |
| 3Y | +194.3% | +31.7% | +162.6% | +116.6% |
| All | +194.3% | +30.6% | +163.7% | +116.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling