+1,632.0%
MPWR vs FIS
-37.3%
+1,669.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.8% | +1.3% |
| 7D | -2.6% | +1.1% | -3.7% | -3.1% |
| 30D | -9.0% | -2.2% | -6.8% | -8.5% |
| 3M | -25.8% | +2.1% | -28.0% | -28.4% |
| 6M | +11.8% | -14.7% | +26.4% | +16.1% |
| YTD | +35.5% | -35.7% | +71.2% | +63.1% |
| 1Y | +45.3% | -37.1% | +82.4% | +76.0% |
| 3Y | +138.5% | -20.0% | +158.5% | +143.9% |
| 5Y | +152.8% | -62.1% | +214.9% | +292.2% |
| All | +1,632.0% | -37.3% | +1,669.4% | +1,831.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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