+1,788.2%
MPWR vs PTEN
-38.4%
+1,826.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.8% | -6.7% | -4.5% |
| 7D | +16.8% | +10.6% | +6.2% | +14.5% |
| 30D | +11.9% | -4.9% | +16.8% | +12.7% |
| 3M | +2.2% | +1.4% | +0.8% | +1.3% |
| 6M | -15.5% | -7.0% | -8.5% | -15.5% |
| YTD | +54.2% | +84.8% | -30.6% | +32.7% |
| 1Y | +51.5% | +95.7% | -44.2% | +28.6% |
| 3Y | +180.2% | +2.0% | +178.2% | +161.8% |
| 5Y | +156.8% | +48.0% | +108.8% | +115.8% |
| All | +1,788.2% | -38.4% | +1,826.7% | +1,345.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 10y: compounded portfolio wealth divided by compounded PTEN 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…
10y analysis · Full analysis span regression · 6 months rolling