+155.2%
MPWR vs QLD
+121.5%
+33.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.6% |
| 7D | -2.6% | +0.6% | -3.1% | -3.1% |
| 30D | -9.0% | -0.1% | -8.9% | -9.0% |
| 3M | -25.8% | -8.4% | -17.5% | -19.9% |
| 6M | +11.8% | +32.2% | -20.5% | -12.4% |
| YTD | +35.5% | +28.9% | +6.6% | +8.5% |
| 1Y | +45.3% | +43.8% | +1.5% | +5.8% |
| 3Y | +138.5% | +176.6% | -38.1% | +2.4% |
| All | +155.2% | +121.5% | +33.6% | +22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling