+239.9%
MPWR vs S
-56.8%
+296.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -2.6% | -7.7% | +5.1% | 0.0% |
| 30D | -9.0% | -5.3% | -3.7% | -8.1% |
| 3M | -25.8% | +20.3% | -46.1% | -31.6% |
| 6M | +11.8% | +47.4% | -35.6% | -6.1% |
| YTD | +35.5% | +32.5% | +3.0% | +17.2% |
| 1Y | +45.3% | +9.5% | +35.8% | +33.5% |
| 3Y | +138.5% | +15.5% | +122.9% | +107.0% |
| 5Y | +152.8% | -71.2% | +224.0% | +181.1% |
| All | +239.9% | -56.8% | +296.6% | +255.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling