+159.7%
MPWR vs RRX
+5.4%
+154.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.7% | +0.4% | +1.8% |
| 7D | +0.9% | -0.3% | +1.2% | +1.1% |
| 30D | -13.4% | -6.1% | -7.2% | -9.8% |
| 3M | -22.2% | -23.1% | +0.8% | -10.2% |
| 6M | +15.7% | -19.5% | +35.2% | +29.0% |
| YTD | +36.7% | +16.1% | +20.6% | +18.4% |
| 1Y | +47.9% | +12.9% | +35.0% | +29.8% |
| 3Y | +159.7% | +7.9% | +151.8% | +141.8% |
| All | +159.7% | +5.4% | +154.3% | +141.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 3y: compounded portfolio wealth divided by compounded RRX 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…
3y analysis · Full analysis span regression · 6 months rolling