+32.5%
MPWR vs QLD
+13.1%
+19.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.9% | -6.9% | -6.8% |
| 7D | +4.1% | -9.4% | +13.5% | +13.3% |
| 30D | -14.8% | -17.1% | +2.3% | +1.1% |
| 3M | -5.4% | -10.4% | +5.0% | +4.6% |
| 6M | -19.6% | +0.7% | -20.3% | -19.0% |
| YTD | +39.8% | +17.7% | +22.1% | +20.6% |
| 1Y | +32.5% | +14.7% | +17.9% | +16.8% |
| All | +32.5% | +13.1% | +19.4% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 1y: compounded portfolio wealth divided by compounded QLD 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…
1y analysis · Full analysis span regression · 6 months rolling