+1,170.6%
MPWR vs USHY
+47.7%
+1,122.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.1% |
| 7D | +2.2% | +0.3% | +1.9% | +1.3% |
| 30D | -2.1% | -0.1% | -1.9% | -1.5% |
| 3M | -1.6% | -1.9% | +0.3% | +4.6% |
| 6M | -14.9% | -1.0% | -13.9% | -11.6% |
| YTD | +50.5% | +0.4% | +50.1% | +51.0% |
| 1Y | +40.0% | +1.4% | +38.6% | +36.4% |
| 3Y | +175.0% | +24.9% | +150.0% | +54.6% |
| 5Y | +162.0% | +19.3% | +142.7% | +78.3% |
| All | +1,170.6% | +47.7% | +1,122.9% | +462.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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