+156.8%
MPWR vs SONY
+11.4%
+145.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | +2.5% |
| 7D | -0.6% | -5.2% | +4.6% | +3.0% |
| 30D | -13.1% | +0.3% | -13.4% | -13.7% |
| 3M | -21.7% | +6.2% | -28.0% | -26.2% |
| 6M | +19.5% | +9.5% | +10.0% | +9.4% |
| YTD | +34.9% | -8.1% | +43.0% | +40.5% |
| 1Y | +42.0% | -17.9% | +59.9% | +60.4% |
| 3Y | +148.8% | +41.5% | +107.3% | +68.7% |
| 5Y | +156.8% | +11.8% | +145.0% | +113.8% |
| All | +156.8% | +11.4% | +145.4% | +113.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling