+136.7%
MPWR vs S
+16.9%
+119.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -2.6% | -7.7% | +5.1% | -0.1% |
| 30D | -9.0% | -5.3% | -3.7% | -8.2% |
| 3M | -25.8% | +20.3% | -46.1% | -31.6% |
| 6M | +11.8% | +47.4% | -35.6% | -6.9% |
| YTD | +35.5% | +32.5% | +3.0% | +16.7% |
| 1Y | +45.3% | +9.5% | +35.8% | +34.5% |
| All | +136.7% | +16.9% | +119.8% | +96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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