+156.2%
MPWR vs RGEN
-35.5%
+191.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -4.3% |
| 7D | +16.8% | -3.3% | +20.1% | +18.7% |
| 30D | +11.9% | -5.8% | +17.7% | +14.9% |
| 3M | +2.2% | +0.2% | +2.0% | +1.3% |
| 6M | -15.5% | +56.8% | -72.3% | -32.9% |
| YTD | +54.2% | +2.4% | +51.8% | +47.0% |
| 1Y | +51.5% | +11.4% | +40.0% | +38.4% |
| 3Y | +180.2% | +15.2% | +165.1% | +131.9% |
| All | +156.2% | -35.5% | +191.7% | +147.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling