+41.3%
MPWR vs TRV
+36.1%
+5.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.0% |
| 7D | -1.3% | +0.2% | -1.5% | -1.2% |
| 30D | -12.8% | -2.3% | -10.5% | -13.8% |
| 3M | -21.3% | +22.7% | -44.0% | -12.8% |
| 6M | +13.7% | +21.9% | -8.2% | +26.6% |
| YTD | +33.3% | +27.5% | +5.8% | +50.1% |
| 1Y | +41.3% | +36.2% | +5.1% | +62.4% |
| All | +41.3% | +36.1% | +5.2% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1y: compounded portfolio wealth divided by compounded TRV 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…
1y analysis · Full analysis span regression · 6 months rolling