+1,607.5%
MPWR vs ZBH
-17.1%
+1,624.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -0.5% |
| 7D | -2.3% | -6.6% | +4.3% | +0.5% |
| 30D | -15.4% | -4.9% | -10.5% | -13.8% |
| 3M | -19.4% | +5.1% | -24.5% | -22.5% |
| 6M | +12.7% | +1.3% | +11.4% | +9.5% |
| YTD | +31.3% | +3.4% | +28.0% | +26.0% |
| 1Y | +39.7% | -8.7% | +48.4% | +39.7% |
| 3Y | +142.2% | -21.2% | +163.4% | +153.8% |
| 5Y | +149.0% | -29.2% | +178.2% | +172.9% |
| All | +1,607.5% | -17.1% | +1,624.6% | +1,491.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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