+125.2%
MPWR vs S
-67.4%
+192.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +4.7% |
| 7D | -1.7% | -13.4% | +11.7% | +3.1% |
| 30D | -16.5% | -14.0% | -2.5% | -12.4% |
| 3M | -12.3% | +4.9% | -17.1% | -15.8% |
| 6M | -27.7% | +42.0% | -69.7% | -39.0% |
| YTD | +32.0% | +45.1% | -13.1% | +8.0% |
| 1Y | +25.1% | +33.1% | -8.0% | +5.1% |
| 3Y | +146.5% | +40.6% | +105.9% | +93.6% |
| All | +125.2% | -67.4% | +192.6% | +163.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling