+12,074.3%
MPWR vs QLD
+8,245.8%
+3,828.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.9% | -6.9% | -6.4% |
| 7D | +4.1% | -9.4% | +13.5% | +11.0% |
| 30D | -14.8% | -17.1% | +2.3% | -3.0% |
| 3M | -5.4% | -10.4% | +5.0% | +2.2% |
| 6M | -19.6% | +0.7% | -20.3% | -19.5% |
| YTD | +39.8% | +17.7% | +22.1% | +25.7% |
| 1Y | +32.5% | +14.7% | +17.9% | +21.4% |
| 3Y | +161.4% | +169.6% | -8.2% | +38.7% |
| 5Y | +144.5% | +86.7% | +57.8% | +61.6% |
| 10Y | +1,682.6% | +1,600.8% | +81.8% | +182.2% |
| All | +12,074.3% | +8,245.8% | +3,828.5% | +433.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling