+180.2%
MPWR vs PTC
+29.1%
+151.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.9% |
| 7D | +16.8% | +0.5% | +16.3% | +16.7% |
| 30D | +11.9% | +1.2% | +10.6% | +11.5% |
| 3M | +2.2% | +27.4% | -25.2% | -5.1% |
| 6M | -15.5% | +39.2% | -54.7% | -24.6% |
| YTD | +54.2% | +12.5% | +41.7% | +56.1% |
| 1Y | +51.5% | +12.3% | +39.2% | +53.3% |
| 3Y | +180.2% | +28.8% | +151.4% | +116.4% |
| All | +180.2% | +29.1% | +151.1% | +116.4% |
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