+1,788.2%
MPWR vs TGT
+206.3%
+1,582.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.3% | -4.3% | -4.1% |
| 7D | +16.8% | +2.6% | +14.2% | +15.8% |
| 30D | +11.9% | +4.7% | +7.2% | +9.5% |
| 3M | +2.2% | +4.6% | -2.3% | -0.6% |
| 6M | -15.5% | +34.9% | -50.4% | -27.6% |
| YTD | +54.2% | +70.9% | -16.7% | +17.6% |
| 1Y | +51.5% | +84.4% | -32.9% | +11.2% |
| 3Y | +180.2% | +69.1% | +111.1% | +102.3% |
| 5Y | +156.8% | -26.9% | +183.7% | +165.7% |
| All | +1,788.2% | +206.3% | +1,582.0% | +1,169.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 10y: compounded portfolio wealth divided by compounded TGT 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…
10y analysis · Full analysis span regression · 6 months rolling