+17,540.7%
MPWR vs SONY
+331.9%
+17,208.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.8% | +9.7% | +9.3% |
| 7D | +17.3% | +2.1% | +15.2% | +15.5% |
| 30D | +12.1% | +9.2% | +2.9% | +6.3% |
| 3M | +5.6% | +12.2% | -6.6% | -1.6% |
| 6M | -10.7% | +24.4% | -35.1% | -21.8% |
| YTD | +64.0% | +3.5% | +60.5% | +56.7% |
| 1Y | +55.9% | -9.2% | +65.1% | +58.8% |
| 3Y | +199.5% | +55.6% | +143.9% | +131.0% |
| 5Y | +176.6% | +12.0% | +164.6% | +152.6% |
| 10Y | +1,921.6% | +363.7% | +1,557.9% | +910.9% |
| All | +17,540.7% | +331.9% | +17,208.8% | +7,996.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling