+156.2%
MPWR vs RY
+123.4%
+32.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.8% | -3.7% |
| 7D | +16.8% | +0.6% | +16.2% | +16.4% |
| 30D | +11.9% | +5.0% | +6.8% | +6.0% |
| 3M | +2.2% | -5.3% | +7.5% | +8.6% |
| 6M | -15.5% | +13.8% | -29.3% | -27.5% |
| YTD | +54.2% | +21.0% | +33.2% | +23.4% |
| 1Y | +51.5% | +40.5% | +11.0% | +2.0% |
| 3Y | +180.2% | +159.7% | +20.6% | -4.8% |
| All | +156.2% | +123.4% | +32.8% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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