+158.8%
MPWR vs FISV
-56.5%
+215.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | +0.4% |
| 7D | -0.6% | -1.6% | +1.0% | -0.3% |
| 30D | -13.1% | -3.0% | -10.1% | -12.7% |
| 3M | -21.7% | -3.5% | -18.2% | -22.2% |
| 6M | +19.5% | -19.4% | +38.9% | +24.1% |
| YTD | +34.9% | -24.3% | +59.2% | +42.0% |
| 1Y | +42.0% | -62.4% | +104.3% | +78.6% |
| 3Y | +148.8% | -58.2% | +207.0% | +153.2% |
| All | +158.8% | -56.5% | +215.3% | +127.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling