+156.2%
MPWR vs VLO
+476.5%
-320.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.3% | -5.2% | -4.3% |
| 7D | +16.8% | +9.6% | +7.2% | +14.1% |
| 30D | +11.9% | -17.4% | +29.2% | +17.2% |
| 3M | +2.2% | +10.8% | -8.6% | -1.5% |
| 6M | -15.5% | +56.9% | -72.4% | -26.7% |
| YTD | +54.2% | +136.8% | -82.6% | +14.4% |
| 1Y | +51.5% | +120.7% | -69.2% | +14.9% |
| 3Y | +180.2% | +231.9% | -51.7% | +80.1% |
| All | +156.2% | +476.5% | -320.3% | +47.0% |
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