+43.2%
MPWR vs SONY
-9.2%
+52.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -2.1% |
| 7D | +2.2% | +5.2% | -3.0% | +1.6% |
| 30D | -2.1% | +10.7% | -12.8% | -3.8% |
| 3M | -1.6% | +12.1% | -13.7% | -3.9% |
| 6M | -14.9% | +32.6% | -47.5% | -21.8% |
| YTD | +50.5% | +4.3% | +46.2% | +51.6% |
| All | +43.2% | -9.2% | +52.4% | +52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling