+162.0%
MPWR vs ZBH
-13.8%
+175.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.9% |
| 7D | +2.2% | +10.6% | -8.4% | -0.9% |
| 30D | -2.1% | +20.4% | -22.5% | -7.9% |
| 3M | -1.6% | +10.0% | -11.6% | -5.0% |
| 6M | -14.9% | +31.0% | -46.0% | -24.7% |
| YTD | +50.5% | +20.3% | +30.2% | +37.8% |
| 1Y | +40.0% | +22.2% | +17.7% | +27.1% |
| 3Y | +175.0% | +4.7% | +170.2% | +149.9% |
| 5Y | +162.0% | -13.7% | +175.6% | +152.6% |
| All | +162.0% | -13.8% | +175.7% | +152.6% |
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