+155.2%
MPWR vs MSI
+103.4%
+51.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.5% |
| 7D | -2.6% | -3.7% | +1.1% | +0.1% |
| 30D | -9.0% | +6.8% | -15.9% | -14.2% |
| 3M | -25.8% | +14.3% | -40.1% | -34.2% |
| 6M | +11.8% | -1.6% | +13.3% | +11.1% |
| YTD | +35.5% | +22.8% | +12.7% | +9.5% |
| 1Y | +45.3% | -1.1% | +46.4% | +42.5% |
| 3Y | +138.5% | +70.5% | +68.0% | +29.6% |
| All | +155.2% | +103.4% | +51.8% | +8.6% |
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 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