-9.2%
MPWR vs TROW
+6.7%
-15.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -2.3% |
| 7D | +27.9% | -0.5% | +28.4% | +27.8% |
| 30D | +9.7% | +6.7% | +3.0% | +12.5% |
| 3M | +1.7% | -1.7% | +3.4% | +0.9% |
| 6M | -9.2% | +7.8% | -17.1% | -11.8% |
| All | -9.2% | +6.7% | -15.9% | -11.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling