+260.6%
MPWR vs ZETA
+244.4%
+16.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.3% | -0.1% | +4.0% |
| 7D | -1.7% | -0.4% | -1.3% | -1.6% |
| 30D | -16.5% | -8.0% | -8.5% | -14.9% |
| 3M | -12.3% | +21.4% | -33.7% | -16.6% |
| 6M | -27.7% | +80.1% | -107.8% | -38.9% |
| YTD | +32.0% | +52.5% | -20.5% | +14.2% |
| 1Y | +25.1% | +58.5% | -33.4% | +6.8% |
| 3Y | +146.5% | +281.7% | -135.2% | +43.5% |
| 5Y | +126.0% | +237.3% | -111.2% | +25.6% |
| All | +260.6% | +244.4% | +16.2% | +97.0% |
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