+1,788.2%
MPWR vs GIS
-16.9%
+1,805.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.4% | -6.3% | -3.8% |
| 7D | +16.8% | -3.4% | +20.2% | +16.6% |
| 30D | +11.9% | +6.9% | +5.0% | +12.2% |
| 3M | +2.2% | -10.1% | +12.3% | +2.2% |
| 6M | -15.5% | +5.9% | -21.3% | -15.7% |
| YTD | +54.2% | -21.1% | +75.3% | +56.2% |
| 1Y | +51.5% | -22.5% | +73.9% | +53.5% |
| 3Y | +180.2% | -39.0% | +219.2% | +187.4% |
| 5Y | +156.8% | -33.3% | +190.1% | +151.3% |
| All | +1,788.2% | -16.9% | +1,805.1% | +1,570.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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