+347.9%
MPWR vs ZETA
+318.9%
+29.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +7.6% | +1.3% | +7.2% |
| 7D | +17.3% | +18.8% | -1.5% | +12.9% |
| 30D | +12.1% | +12.6% | -0.5% | +9.2% |
| 3M | +5.6% | +29.5% | -23.9% | -1.0% |
| 6M | -10.7% | +128.6% | -139.3% | -28.5% |
| YTD | +64.0% | +85.5% | -21.5% | +35.7% |
| 1Y | +55.9% | +90.6% | -34.7% | +27.6% |
| 3Y | +199.5% | +358.0% | -158.5% | +67.4% |
| 5Y | +176.6% | +282.0% | -105.4% | +47.3% |
| All | +347.9% | +318.9% | +29.1% | +134.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling