+268.6%
MPWR vs ZETA
+241.7%
+26.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.3% | 0.0% |
| 7D | -0.6% | -2.4% | +1.8% | -0.2% |
| 30D | -13.1% | +15.6% | -28.6% | -16.2% |
| 3M | -21.7% | +41.5% | -63.2% | -28.8% |
| 6M | +19.5% | +63.4% | -43.9% | +3.0% |
| YTD | +34.9% | +51.3% | -16.4% | +17.2% |
| 1Y | +42.0% | +65.8% | -23.8% | +18.9% |
| 3Y | +148.8% | +279.2% | -130.4% | +45.2% |
| 5Y | +156.8% | +341.8% | -184.9% | +41.9% |
| All | +268.6% | +241.7% | +26.8% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ZETA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling