+148.8%
MPWR vs FISV
-58.7%
+207.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | -0.3% |
| 7D | -0.6% | -1.6% | +1.0% | -0.5% |
| 30D | -13.1% | -3.0% | -10.1% | -13.0% |
| 3M | -21.7% | -3.5% | -18.2% | -21.8% |
| 6M | +19.5% | -19.4% | +38.9% | +21.8% |
| YTD | +34.9% | -24.3% | +59.2% | +38.4% |
| 1Y | +42.0% | -62.4% | +104.3% | +60.0% |
| 3Y | +148.8% | -58.2% | +207.0% | +100.7% |
| All | +148.8% | -58.7% | +207.5% | +100.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling