+45.3%
MPWR vs SCHG
+16.6%
+28.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +2.2% |
| 7D | -2.6% | -0.7% | -1.9% | -1.5% |
| 30D | -9.0% | +0.2% | -9.3% | -9.6% |
| 3M | -25.8% | +2.2% | -28.1% | -28.3% |
| 6M | +11.8% | +15.0% | -3.3% | -11.2% |
| YTD | +35.5% | +9.2% | +26.3% | +16.9% |
| 1Y | +45.3% | +15.7% | +29.6% | +17.9% |
| All | +45.3% | +16.6% | +28.7% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling