+155.2%
MPWR vs PTC
+6.0%
+149.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.0% | +6.9% | +4.6% |
| 7D | -2.6% | -10.3% | +7.7% | +4.0% |
| 30D | -9.0% | +1.1% | -10.2% | -10.8% |
| 3M | -25.8% | +1.6% | -27.4% | -29.5% |
| 6M | +11.8% | -13.5% | +25.2% | +18.4% |
| YTD | +35.5% | -19.1% | +54.6% | +49.5% |
| 1Y | +45.3% | -33.9% | +79.2% | +91.2% |
| 3Y | +138.5% | -3.9% | +142.4% | +112.1% |
| All | +155.2% | +6.0% | +149.2% | +95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling