+176.6%
MPWR vs MSI
+127.9%
+48.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.5% | +7.4% | +7.9% |
| 7D | +17.3% | +7.7% | +9.6% | +11.1% |
| 30D | +12.1% | +19.9% | -7.8% | -2.2% |
| 3M | +5.6% | +14.9% | -9.3% | -5.5% |
| 6M | -10.7% | +37.2% | -48.0% | -31.7% |
| YTD | +64.0% | +40.8% | +23.2% | +19.0% |
| 1Y | +55.9% | +38.1% | +17.8% | +15.0% |
| 3Y | +199.5% | +77.7% | +121.8% | +61.0% |
| 5Y | +176.6% | +129.0% | +47.6% | +5.9% |
| All | +176.6% | +127.9% | +48.7% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling