+16,096.1%
MPWR vs ZBH
+60.0%
+16,036.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.8% |
| 7D | +2.2% | +10.6% | -8.4% | -2.8% |
| 30D | -2.1% | +20.4% | -22.5% | -10.9% |
| 3M | -1.6% | +10.0% | -11.6% | -7.2% |
| 6M | -14.9% | +31.0% | -46.0% | -27.6% |
| YTD | +50.5% | +20.3% | +30.2% | +32.8% |
| 1Y | +40.0% | +22.2% | +17.7% | +22.3% |
| 3Y | +175.0% | +4.7% | +170.2% | +147.9% |
| 5Y | +162.0% | -13.7% | +175.6% | +160.3% |
| 10Y | +1,791.8% | +19.3% | +1,772.6% | +1,412.1% |
| All | +16,096.1% | +60.0% | +16,036.1% | +9,087.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling