+156.8%
MPWR vs ZBH
-30.7%
+187.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.5% | +0.9% |
| 7D | -0.6% | -5.2% | +4.6% | +1.2% |
| 30D | -13.1% | -2.4% | -10.6% | -12.5% |
| 3M | -21.7% | +8.3% | -30.0% | -25.3% |
| 6M | +19.5% | +0.7% | +18.9% | +17.2% |
| YTD | +34.9% | +5.3% | +29.6% | +29.4% |
| 1Y | +42.0% | -9.1% | +51.0% | +43.4% |
| 3Y | +148.8% | -19.7% | +168.5% | +161.3% |
| 5Y | +156.8% | -31.3% | +188.1% | +175.3% |
| All | +156.8% | -30.7% | +187.5% | +175.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling