+1,786.5%
MPWR vs MSI
+689.5%
+1,097.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.6% | +14.0% | +14.8% |
| 7D | +11.6% | +8.3% | +3.2% | +5.3% |
| 30D | +0.1% | +18.9% | -18.7% | -11.8% |
| 3M | -0.8% | +13.2% | -14.0% | -10.0% |
| 6M | -13.0% | +38.3% | -51.3% | -32.8% |
| YTD | +53.9% | +38.9% | +15.0% | +16.2% |
| 1Y | +45.8% | +36.7% | +9.1% | +11.3% |
| 3Y | +194.3% | +76.6% | +117.7% | +80.3% |
| 5Y | +160.1% | +124.5% | +35.7% | +32.8% |
| 10Y | +1,786.5% | +674.5% | +1,112.0% | +326.6% |
| All | +1,786.5% | +689.5% | +1,097.0% | +326.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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