+320.5%
MPWR vs ZETA
+259.8%
+60.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +4.5% | +12.1% | +15.6% |
| 7D | +11.6% | +6.2% | +5.4% | +10.3% |
| 30D | +0.1% | -2.0% | +2.2% | +0.7% |
| 3M | -0.8% | +21.7% | -22.5% | -5.6% |
| 6M | -13.0% | +89.1% | -102.2% | -27.2% |
| YTD | +53.9% | +59.3% | -5.4% | +32.0% |
| 1Y | +45.8% | +66.2% | -20.3% | +23.3% |
| 3Y | +194.3% | +297.3% | -103.1% | +70.0% |
| 5Y | +160.1% | +227.5% | -67.3% | +43.6% |
| All | +320.5% | +259.8% | +60.7% | +127.7% |
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