+47.9%
MPWR vs ULTA
+5.8%
+42.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.1% | +2.0% | +3.8% |
| 7D | +0.9% | -3.1% | +3.9% | +1.2% |
| 30D | -13.4% | +2.8% | -16.2% | -13.5% |
| 3M | -22.2% | +14.8% | -37.0% | -23.9% |
| 6M | +15.7% | -16.2% | +31.9% | +19.7% |
| YTD | +36.7% | -9.6% | +46.3% | +39.6% |
| 1Y | +47.9% | +4.8% | +43.2% | +48.5% |
| All | +47.9% | +5.8% | +42.2% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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