+156.8%
MPWR vs TRI
-7.1%
+163.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.5% | +6.1% | +1.0% |
| 7D | -0.6% | -7.1% | +6.5% | +0.8% |
| 30D | -13.1% | -2.3% | -10.7% | -13.1% |
| 3M | -21.7% | +19.6% | -41.3% | -28.2% |
| 6M | +19.5% | -8.7% | +28.2% | +22.9% |
| YTD | +34.9% | -22.3% | +57.2% | +55.5% |
| 1Y | +42.0% | -40.7% | +82.6% | +105.4% |
| 3Y | +148.8% | -17.8% | +166.6% | +135.7% |
| 5Y | +156.8% | -8.5% | +165.3% | +91.6% |
| All | +156.8% | -7.1% | +163.9% | +91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 5y: compounded portfolio wealth divided by compounded TRI 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…
5y analysis · Full analysis span regression · 6 months rolling