+162.0%
MPWR vs S
-67.7%
+229.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | +2.2% | +1.4% | +0.8% | +2.1% |
| 30D | -2.1% | -10.8% | +8.7% | +1.7% |
| 3M | -1.6% | +5.4% | -7.0% | -5.3% |
| 6M | -14.9% | +41.2% | -56.2% | -27.6% |
| YTD | +50.5% | +56.2% | -5.7% | +20.3% |
| 1Y | +40.0% | +36.3% | +3.7% | +17.2% |
| 3Y | +175.0% | +49.4% | +125.5% | +112.0% |
| 5Y | +162.0% | -66.9% | +228.8% | +201.7% |
| All | +162.0% | -67.7% | +229.7% | +201.7% |
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 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