+1,607.5%
MPWR vs TROW
+132.8%
+1,474.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.3% |
| 7D | -2.3% | -3.0% | +0.7% | +0.2% |
| 30D | -15.4% | -5.5% | -10.0% | -11.5% |
| 3M | -19.4% | +2.3% | -21.6% | -22.5% |
| 6M | +12.7% | +23.9% | -11.2% | -7.9% |
| YTD | +31.3% | +7.9% | +23.4% | +19.6% |
| 1Y | +39.7% | +6.1% | +33.5% | +28.9% |
| 3Y | +142.2% | +13.8% | +128.4% | +112.5% |
| 5Y | +149.0% | -38.2% | +187.2% | +248.2% |
| All | +1,607.5% | +132.8% | +1,474.7% | +1,042.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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