+167.3%
MPWR vs TXT
+10.3%
+156.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -0.6% |
| 7D | +27.9% | -1.1% | +29.0% | +29.0% |
| 30D | +9.7% | +13.3% | -3.6% | -1.9% |
| 3M | +1.7% | -5.1% | +6.8% | +5.0% |
| 6M | -9.2% | -7.1% | -2.1% | -5.6% |
| YTD | +60.5% | -3.2% | +63.7% | +58.8% |
| 1Y | +52.0% | +2.3% | +49.7% | +42.9% |
| 3Y | +193.1% | +11.1% | +182.1% | +140.0% |
| 5Y | +167.3% | +10.0% | +157.2% | +107.7% |
| All | +167.3% | +10.3% | +156.9% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 5y: compounded portfolio wealth divided by compounded TXT 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…
5y analysis · Full analysis span regression · 6 months rolling