+146.5%
MPWR vs TECH
+25.9%
+120.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.1% | +5.2% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | -16.5% | +0.3% | -16.9% | -16.6% |
| 3M | -12.3% | +1.3% | -13.6% | -12.7% |
| 6M | -27.7% | +54.0% | -81.7% | -40.1% |
| YTD | +32.0% | +24.3% | +7.7% | +16.5% |
| 1Y | +25.1% | +25.8% | -0.7% | +9.2% |
| 3Y | +146.5% | +26.0% | +120.5% | +102.4% |
| All | +146.5% | +25.9% | +120.6% | +102.4% |
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