+14,101.9%
MPWR vs PTC
+1,290.9%
+12,811.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.1% |
| 7D | -1.7% | -0.2% | -1.5% | -1.6% |
| 30D | -16.5% | +0.8% | -17.3% | -16.8% |
| 3M | -12.3% | +32.1% | -44.4% | -27.9% |
| 6M | -27.7% | +42.6% | -70.4% | -45.4% |
| YTD | +32.0% | +12.0% | +20.0% | +12.8% |
| 1Y | +25.1% | +12.2% | +12.9% | +6.7% |
| 3Y | +146.5% | +31.2% | +115.3% | +91.7% |
| 5Y | +126.0% | +54.9% | +71.2% | +63.3% |
| 10Y | +1,582.7% | +343.1% | +1,239.6% | +577.1% |
| All | +14,101.9% | +1,290.9% | +12,811.0% | +2,605.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling