+155.2%
MPWR vs ZS
-42.1%
+197.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.5% | +5.3% | +2.5% |
| 7D | -2.6% | -7.8% | +5.3% | +0.3% |
| 30D | -9.0% | +5.0% | -14.1% | -11.5% |
| 3M | -25.8% | +25.5% | -51.4% | -33.1% |
| 6M | +11.8% | +8.7% | +3.1% | -1.2% |
| YTD | +35.5% | -24.5% | +60.0% | +38.8% |
| 1Y | +45.3% | -36.7% | +82.0% | +60.4% |
| 3Y | +138.5% | +7.2% | +131.2% | +94.9% |
| All | +155.2% | -42.1% | +197.3% | +140.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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