+1,650.0%
MPWR vs RGEN
+406.9%
+1,243.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.7% |
| 7D | -0.6% | -0.9% | +0.3% | -0.2% |
| 30D | -13.1% | +2.8% | -15.9% | -14.3% |
| 3M | -21.7% | +34.5% | -56.2% | -33.0% |
| 6M | +19.5% | +40.5% | -20.9% | -1.5% |
| YTD | +34.9% | +2.8% | +32.1% | +28.5% |
| 1Y | +42.0% | +39.6% | +2.3% | +15.8% |
| 3Y | +148.8% | +4.4% | +144.4% | +114.9% |
| 5Y | +156.8% | -42.8% | +199.6% | +176.5% |
| 10Y | +1,650.0% | +406.7% | +1,243.3% | +703.3% |
| All | +1,650.0% | +406.9% | +1,243.2% | +703.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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