+267.0%
RTX vs MPWR
+1,560.2%
-1,293.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.2% | -6.4% | -2.1% |
| 7D | -5.1% | -1.7% | -3.4% | -5.0% |
| 30D | +5.1% | -16.5% | +21.7% | +7.9% |
| 3M | -14.8% | -12.3% | -2.5% | -13.6% |
| 6M | +8.0% | -27.7% | +35.8% | +11.9% |
| YTD | +4.5% | +32.0% | -27.5% | -4.1% |
| 1Y | +9.8% | +25.1% | -15.2% | +1.8% |
| 3Y | +144.2% | +146.5% | -2.3% | +80.9% |
| 5Y | +131.4% | +126.0% | +5.4% | +63.4% |
| All | +267.0% | +1,560.2% | -1,293.2% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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