+156.8%
MPWR vs PTEN
+88.2%
+68.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.4% | -0.9% |
| 7D | -0.6% | -1.0% | +0.4% | -0.4% |
| 30D | -13.1% | +29.3% | -42.4% | -18.5% |
| 3M | -21.7% | +7.2% | -29.0% | -23.8% |
| 6M | +19.5% | +43.5% | -24.0% | +6.4% |
| YTD | +34.9% | +113.2% | -78.3% | +8.0% |
| 1Y | +42.0% | +135.1% | -93.1% | +10.2% |
| 3Y | +148.8% | -4.8% | +153.6% | +124.6% |
| 5Y | +156.8% | +94.6% | +62.2% | +111.0% |
| All | +156.8% | +88.2% | +68.6% | +111.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling