+231.1%
MPWR vs S
-52.7%
+283.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +4.7% |
| 7D | -1.7% | -13.4% | +11.7% | +2.9% |
| 30D | -16.5% | -14.0% | -2.5% | -12.6% |
| 3M | -12.3% | +4.9% | -17.1% | -15.5% |
| 6M | -27.7% | +42.0% | -69.7% | -38.4% |
| YTD | +32.0% | +45.1% | -13.1% | +9.3% |
| 1Y | +25.1% | +33.1% | -8.0% | +6.2% |
| 3Y | +146.5% | +40.6% | +105.9% | +97.6% |
| 5Y | +126.0% | -67.5% | +193.5% | +141.7% |
| All | +231.1% | -52.7% | +283.7% | +231.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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