+14,479.0%
MPWR vs SONY
+300.5%
+14,178.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.6% |
| 7D | -2.6% | -1.2% | -1.4% | -2.1% |
| 30D | -9.0% | +9.4% | -18.5% | -13.2% |
| 3M | -25.8% | +10.5% | -36.3% | -30.0% |
| 6M | +11.8% | +11.7% | +0.1% | +4.6% |
| YTD | +35.5% | -4.1% | +39.6% | +36.1% |
| 1Y | +45.3% | -11.8% | +57.1% | +51.6% |
| 3Y | +138.5% | +45.9% | +92.6% | +92.2% |
| 5Y | +152.8% | +16.3% | +136.5% | +130.5% |
| 10Y | +1,616.6% | +297.6% | +1,319.0% | +829.0% |
| All | +14,479.0% | +300.5% | +14,178.6% | +6,931.7% |
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