+155.2%
MPWR vs VLO
+567.8%
-412.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.6% | +5.2% | -7.8% | -3.9% |
| 30D | -9.0% | +22.6% | -31.6% | -14.1% |
| 3M | -25.8% | +43.8% | -69.6% | -33.2% |
| 6M | +11.8% | +65.7% | -54.0% | -5.0% |
| YTD | +35.5% | +131.1% | -95.6% | +2.6% |
| 1Y | +45.3% | +143.6% | -98.3% | +7.6% |
| 3Y | +138.5% | +201.4% | -62.9% | +59.8% |
| All | +155.2% | +567.8% | -412.6% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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