+1,788.2%
MPWR vs SONY
+373.2%
+1,415.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.5% | -5.5% | -4.9% |
| 7D | +16.8% | +0.3% | +16.5% | +16.5% |
| 30D | +11.9% | +11.1% | +0.7% | +2.8% |
| 3M | +2.2% | +14.7% | -12.4% | -8.7% |
| 6M | -15.5% | +18.8% | -34.3% | -27.3% |
| YTD | +54.2% | +5.7% | +48.4% | +42.7% |
| 1Y | +51.5% | -8.1% | +59.5% | +54.6% |
| 3Y | +180.2% | +64.0% | +116.2% | +81.7% |
| 5Y | +156.8% | +12.6% | +144.1% | +116.6% |
| All | +1,788.2% | +373.2% | +1,415.0% | +676.4% |
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