+125.2%
MPWR vs RY
+122.0%
+3.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.3% | +6.5% | +6.6% |
| 7D | -1.7% | -0.9% | -0.9% | -0.9% |
| 30D | -16.5% | +5.9% | -22.4% | -21.8% |
| 3M | -12.3% | -4.3% | -8.0% | -8.3% |
| 6M | -27.7% | +12.1% | -39.9% | -37.2% |
| YTD | +32.0% | +20.3% | +11.7% | +6.0% |
| 1Y | +25.1% | +41.0% | -15.9% | -16.4% |
| 3Y | +146.5% | +157.5% | -11.0% | -15.8% |
| All | +125.2% | +122.0% | +3.2% | -8.1% |
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