+17,167.4%
MPWR vs TROW
+614.9%
+16,552.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -0.7% |
| 7D | +27.9% | -0.5% | +28.4% | +28.5% |
| 30D | +9.7% | +6.7% | +3.0% | +5.1% |
| 3M | +1.7% | -1.7% | +3.4% | +2.5% |
| 6M | -9.2% | +7.8% | -17.1% | -15.0% |
| YTD | +60.5% | +9.9% | +50.6% | +48.0% |
| 1Y | +52.0% | +8.7% | +43.3% | +41.0% |
| 3Y | +193.1% | +35.2% | +157.9% | +142.6% |
| 5Y | +167.3% | -37.5% | +204.7% | +253.4% |
| 10Y | +1,878.8% | +123.7% | +1,755.1% | +1,187.3% |
| All | +17,167.4% | +614.9% | +16,552.5% | +5,222.4% |
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