+169.3%
RTX vs MPWR
+153.3%
+16.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.7% |
| 7D | -5.2% | -2.6% | -2.6% | -5.0% |
| 30D | -9.4% | -9.0% | -0.3% | -8.7% |
| 3M | +12.3% | -25.8% | +38.1% | +14.6% |
| 6M | -3.1% | +11.8% | -14.9% | -5.3% |
| YTD | +10.7% | +35.5% | -24.8% | +6.0% |
| 1Y | +28.4% | +45.3% | -16.9% | +21.9% |
| 3Y | +147.1% | +138.5% | +8.6% | +113.0% |
| All | +169.3% | +153.3% | +16.1% | +122.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling