+134.3%
RTX vs MPWR
+117.3%
+17.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -10.3% | +7.0% | -2.5% |
| 7D | -3.8% | -5.6% | +1.8% | -3.3% |
| 30D | +4.7% | -23.2% | +27.9% | +6.7% |
| 3M | -13.4% | -15.8% | +2.4% | -12.5% |
| 6M | +11.8% | -28.5% | +40.4% | +13.9% |
| YTD | +5.8% | +25.5% | -19.7% | +1.7% |
| 1Y | +11.9% | +13.9% | -2.0% | +8.5% |
| 3Y | +146.3% | +134.6% | +11.7% | +111.8% |
| 5Y | +134.3% | +114.8% | +19.5% | +92.7% |
| All | +134.3% | +117.3% | +17.0% | +92.7% |
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 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