+16,096.1%
MPWR vs GIS
+217.5%
+15,878.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.1% |
| 7D | +2.2% | +1.5% | +0.7% | +1.8% |
| 30D | -2.1% | +9.2% | -11.3% | -4.0% |
| 3M | -1.6% | -5.4% | +3.8% | -1.3% |
| 6M | -14.9% | +3.4% | -18.4% | -17.1% |
| YTD | +50.5% | -20.5% | +71.0% | +55.2% |
| 1Y | +40.0% | -20.0% | +60.0% | +43.8% |
| 3Y | +175.0% | -38.6% | +213.6% | +195.9% |
| 5Y | +162.0% | -33.1% | +195.0% | +164.4% |
| 10Y | +1,791.8% | -16.4% | +1,808.3% | +1,572.1% |
| All | +16,096.1% | +217.5% | +15,878.6% | +8,399.7% |
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