+156.8%
MPWR vs ZBRA
-39.4%
+196.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | +1.2% |
| 7D | -0.6% | +2.6% | -3.2% | -2.2% |
| 30D | -13.1% | -6.4% | -6.7% | -9.7% |
| 3M | -21.7% | +51.3% | -73.0% | -42.3% |
| 6M | +19.5% | +60.5% | -41.0% | -16.6% |
| YTD | +34.9% | +45.2% | -10.3% | -1.2% |
| 1Y | +42.0% | +12.3% | +29.6% | +23.3% |
| 3Y | +148.8% | +37.5% | +111.3% | +84.2% |
| 5Y | +156.8% | -39.2% | +196.0% | +239.4% |
| All | +156.8% | -39.4% | +196.2% | +239.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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