+14,101.9%
MPWR vs GIS
+225.8%
+13,876.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.6% | +7.8% | +5.6% |
| 7D | -1.7% | +3.6% | -5.3% | -2.5% |
| 30D | -16.5% | +13.9% | -30.4% | -18.8% |
| 3M | -12.3% | +0.3% | -12.6% | -12.9% |
| 6M | -27.7% | +5.0% | -32.7% | -29.7% |
| YTD | +32.0% | -18.4% | +50.4% | +35.6% |
| 1Y | +25.1% | -17.4% | +42.5% | +27.9% |
| 3Y | +146.5% | -36.9% | +183.4% | +164.2% |
| 5Y | +126.0% | -30.4% | +156.4% | +126.0% |
| 10Y | +1,582.7% | -13.6% | +1,596.3% | +1,376.2% |
| All | +14,101.9% | +225.8% | +13,876.0% | +7,325.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling