+1,907.9%
MPWR vs FISV
+26.7%
+1,881.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.9% | +8.0% | +8.5% |
| 7D | +17.3% | +3.0% | +14.3% | +15.9% |
| 30D | +12.1% | +38.8% | -26.7% | -2.6% |
| 3M | +5.6% | +21.2% | -15.6% | -3.8% |
| 6M | -10.7% | +17.5% | -28.2% | -20.0% |
| YTD | +64.0% | -4.9% | +68.8% | +60.0% |
| 1Y | +55.9% | -0.6% | +56.5% | +48.4% |
| 3Y | +199.5% | -47.4% | +246.9% | +214.6% |
| 5Y | +176.6% | -36.0% | +212.6% | +146.6% |
| All | +1,907.9% | +26.7% | +1,881.2% | +889.1% |
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