+14,479.0%
MPWR vs GIS
+244.8%
+14,234.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.3% | +1.3% |
| 7D | -2.6% | -7.8% | +5.3% | -1.1% |
| 30D | -9.0% | +6.6% | -15.6% | -10.3% |
| 3M | -25.8% | +21.0% | -46.8% | -29.6% |
| 6M | +11.8% | -9.1% | +20.8% | +13.2% |
| YTD | +35.5% | -13.6% | +49.1% | +38.4% |
| 1Y | +45.3% | -18.0% | +63.3% | +49.7% |
| 3Y | +138.5% | -33.7% | +172.1% | +154.3% |
| 5Y | +152.8% | -19.4% | +172.2% | +142.0% |
| 10Y | +1,616.6% | -21.3% | +1,637.8% | +1,508.8% |
| All | +14,479.0% | +244.8% | +14,234.2% | +7,476.3% |
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