+1,650.0%
MPWR vs MSI
+590.9%
+1,059.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.6% | +0.3% |
| 7D | -0.6% | -5.8% | +5.1% | +3.6% |
| 30D | -13.1% | -1.0% | -12.1% | -12.8% |
| 3M | -21.7% | +14.2% | -35.9% | -29.9% |
| 6M | +19.5% | +1.0% | +18.5% | +15.7% |
| YTD | +34.9% | +21.5% | +13.4% | +12.8% |
| 1Y | +42.0% | -2.1% | +44.1% | +39.3% |
| 3Y | +148.8% | +69.3% | +79.5% | +57.3% |
| 5Y | +156.8% | +99.3% | +57.5% | +44.0% |
| 10Y | +1,650.0% | +595.0% | +1,055.0% | +379.0% |
| All | +1,650.0% | +590.9% | +1,059.1% | +379.0% |
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