+1,679.2%
MPWR vs SONY
+276.5%
+1,402.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | -1.3% | -4.9% | +3.6% | +2.0% |
| 30D | -12.8% | -1.6% | -11.2% | -12.3% |
| 3M | -21.3% | +10.0% | -31.3% | -27.4% |
| 6M | +13.7% | +8.4% | +5.3% | +5.5% |
| YTD | +33.3% | -8.4% | +41.7% | +38.2% |
| 1Y | +41.3% | -18.4% | +59.7% | +57.9% |
| 3Y | +145.8% | +41.0% | +104.8% | +79.8% |
| 5Y | +155.6% | +9.3% | +146.4% | +124.6% |
| 10Y | +1,679.2% | +281.7% | +1,397.5% | +732.5% |
| All | +1,679.2% | +276.5% | +1,402.7% | +732.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 10y: compounded portfolio wealth divided by compounded SONY 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…
10y analysis · Full analysis span regression · 6 months rolling