+17,167.4%
MPWR vs FISV
+557.8%
+16,609.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.8% | +1.6% | -0.1% |
| 7D | +27.9% | -2.0% | +29.9% | +29.4% |
| 30D | +9.7% | +31.8% | -22.1% | -6.6% |
| 3M | +1.7% | +19.3% | -17.6% | -9.6% |
| 6M | -9.2% | +12.1% | -21.3% | -19.8% |
| YTD | +60.5% | -8.4% | +68.9% | +56.2% |
| 1Y | +52.0% | -4.5% | +56.5% | +43.8% |
| 3Y | +193.1% | -49.4% | +242.5% | +227.0% |
| 5Y | +167.3% | -39.0% | +206.3% | +156.8% |
| 10Y | +1,878.8% | +22.3% | +1,856.5% | +986.8% |
| All | +17,167.4% | +557.8% | +16,609.6% | +3,143.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling