+1,679.2%
MPWR vs FISV
-4.3%
+1,683.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.3% | +3.1% | +0.6% |
| 7D | -1.3% | -6.4% | +5.1% | +1.4% |
| 30D | -12.8% | -6.8% | -6.0% | -10.7% |
| 3M | -21.3% | -10.0% | -11.3% | -19.9% |
| 6M | +13.7% | -20.6% | +34.4% | +21.1% |
| YTD | +33.3% | -27.6% | +60.9% | +46.8% |
| 1Y | +41.3% | -64.3% | +105.6% | +104.1% |
| 3Y | +145.8% | -60.0% | +205.8% | +192.3% |
| 5Y | +155.6% | -57.7% | +213.3% | +183.8% |
| 10Y | +1,679.2% | -3.0% | +1,682.2% | +967.7% |
| All | +1,679.2% | -4.3% | +1,683.5% | +967.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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