+125.2%
MPWR vs MSI
+118.7%
+6.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.7% | +5.6% |
| 7D | -1.7% | +4.7% | -6.4% | -5.3% |
| 30D | -16.5% | +14.8% | -31.3% | -25.1% |
| 3M | -12.3% | +8.8% | -21.1% | -18.6% |
| 6M | -27.7% | +19.3% | -47.0% | -39.0% |
| YTD | +32.0% | +35.3% | -3.3% | -1.8% |
| 1Y | +25.1% | +33.8% | -8.7% | -6.0% |
| 3Y | +146.5% | +74.4% | +72.1% | +32.7% |
| All | +125.2% | +118.7% | +6.5% | -12.1% |
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