+14,479.0%
MPWR vs PTC
+905.5%
+13,573.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.0% | +6.9% | +4.2% |
| 7D | -2.6% | -10.3% | +7.7% | +3.2% |
| 30D | -9.0% | +1.1% | -10.2% | -10.4% |
| 3M | -25.8% | +1.6% | -27.4% | -29.3% |
| 6M | +11.8% | -13.5% | +25.2% | +15.1% |
| YTD | +35.5% | -19.1% | +54.6% | +43.5% |
| 1Y | +45.3% | -33.9% | +79.2% | +73.2% |
| 3Y | +138.5% | -3.9% | +142.4% | +128.3% |
| 5Y | +152.8% | +6.0% | +146.7% | +132.3% |
| 10Y | +1,616.6% | +223.7% | +1,392.8% | +748.6% |
| All | +14,479.0% | +905.5% | +13,573.6% | +3,341.3% |
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