+180.2%
MPWR vs TECH
+29.6%
+150.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.1% | -4.0% | -3.9% |
| 7D | +16.8% | +0.1% | +16.7% | +16.7% |
| 30D | +11.9% | +0.5% | +11.3% | +11.6% |
| 3M | +2.2% | +1.1% | +1.1% | +1.8% |
| 6M | -15.5% | +62.8% | -78.3% | -31.1% |
| YTD | +54.2% | +24.5% | +29.7% | +36.1% |
| 1Y | +51.5% | +20.6% | +30.8% | +35.5% |
| 3Y | +180.2% | +29.5% | +150.7% | +125.9% |
| All | +180.2% | +29.6% | +150.6% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling