+14,479.0%
MPWR vs TROW
+616.3%
+13,862.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.5% |
| 7D | -2.6% | -1.3% | -1.3% | -1.8% |
| 30D | -9.0% | -4.5% | -4.5% | -6.4% |
| 3M | -25.8% | +3.9% | -29.7% | -28.6% |
| 6M | +11.8% | +22.6% | -10.8% | -3.2% |
| YTD | +35.5% | +10.1% | +25.4% | +25.1% |
| 1Y | +45.3% | +3.6% | +41.7% | +39.4% |
| 3Y | +138.5% | +12.4% | +126.0% | +121.3% |
| 5Y | +152.8% | -37.5% | +190.3% | +234.5% |
| 10Y | +1,616.6% | +130.0% | +1,486.6% | +1,000.3% |
| All | +14,479.0% | +616.3% | +13,862.7% | +4,398.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling