+311.2%
MPWR vs S
-48.3%
+359.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.5% | +7.4% | +8.4% |
| 7D | +17.3% | +1.2% | +16.0% | +17.3% |
| 30D | +12.1% | -7.3% | +19.4% | +14.8% |
| 3M | +5.6% | +5.9% | -0.3% | +1.8% |
| 6M | -10.7% | +45.6% | -56.3% | -24.0% |
| YTD | +64.0% | +58.5% | +5.4% | +32.2% |
| 1Y | +55.9% | +37.6% | +18.3% | +31.6% |
| 3Y | +199.5% | +51.7% | +147.8% | +134.9% |
| 5Y | +176.6% | -67.5% | +244.1% | +191.2% |
| All | +311.2% | -48.3% | +359.5% | +301.3% |
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