+1,786.5%
MPWR vs Z
-11.7%
+1,798.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.8% | +12.8% | +15.4% |
| 7D | +11.6% | -5.2% | +16.7% | +13.3% |
| 30D | +0.1% | +5.7% | -5.6% | -2.8% |
| 3M | -0.8% | -8.7% | +7.9% | -0.1% |
| 6M | -13.0% | -26.0% | +12.9% | -7.4% |
| YTD | +53.9% | -55.0% | +109.0% | +91.5% |
| 1Y | +45.8% | -58.0% | +103.8% | +85.2% |
| 3Y | +194.3% | -15.2% | +209.4% | +175.4% |
| 5Y | +160.1% | -53.8% | +214.0% | +186.1% |
| 10Y | +1,786.5% | -14.5% | +1,801.0% | +1,406.4% |
| All | +1,786.5% | -11.7% | +1,798.2% | +1,406.4% |
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