+1,542.6%
MPWR vs FIS
-54.4%
+1,597.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.2% | +7.5% | +6.2% |
| 7D | -1.7% | -25.5% | +23.7% | +9.8% |
| 30D | -16.5% | -15.1% | -1.5% | -12.6% |
| 3M | -12.3% | -32.1% | +19.8% | +0.9% |
| 6M | -27.7% | -36.1% | +8.3% | -16.7% |
| YTD | +32.0% | -55.4% | +87.4% | +82.0% |
| 1Y | +25.1% | -53.9% | +79.0% | +69.1% |
| 3Y | +146.5% | -39.8% | +186.2% | +175.2% |
| 5Y | +126.0% | -71.1% | +197.1% | +278.3% |
| All | +1,542.6% | -54.4% | +1,597.1% | +1,819.9% |
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