+1,788.2%
MPWR vs Z
-16.5%
+1,804.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.5% | -7.4% | -5.1% |
| 7D | +16.8% | +0.8% | +16.0% | +16.6% |
| 30D | +11.9% | +5.2% | +6.7% | +8.7% |
| 3M | +2.2% | -17.0% | +19.2% | +6.5% |
| 6M | -15.5% | -22.7% | +7.2% | -11.4% |
| YTD | +54.2% | -56.3% | +110.5% | +93.5% |
| 1Y | +51.5% | -57.7% | +109.1% | +91.5% |
| 3Y | +180.2% | -16.5% | +196.8% | +163.4% |
| 5Y | +156.8% | -53.4% | +210.2% | +181.6% |
| All | +1,788.2% | -16.5% | +1,804.7% | +1,422.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling