+1,786.5%
MPWR vs FIS
-54.6%
+1,841.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -1.4% | +18.0% | +17.2% |
| 7D | +11.6% | -29.4% | +41.0% | +27.6% |
| 30D | +0.1% | -16.7% | +16.9% | +5.7% |
| 3M | -0.8% | -33.0% | +32.2% | +14.6% |
| 6M | -13.0% | -33.3% | +20.3% | -1.8% |
| YTD | +53.9% | -56.0% | +109.9% | +113.2% |
| 1Y | +45.8% | -54.6% | +100.4% | +98.3% |
| 3Y | +194.3% | -40.6% | +234.9% | +230.6% |
| 5Y | +160.1% | -71.9% | +232.1% | +342.8% |
| 10Y | +1,786.5% | -55.3% | +1,841.8% | +2,124.9% |
| All | +1,786.5% | -54.6% | +1,841.1% | +2,124.9% |
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