+47.9%
MPWR vs SCHG
+13.0%
+34.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.2% | +2.7% |
| 7D | +0.9% | -1.0% | +1.9% | +2.6% |
| 30D | -13.4% | -1.3% | -12.1% | -11.7% |
| 3M | -22.2% | +5.4% | -27.7% | -28.9% |
| 6M | +15.7% | +14.4% | +1.2% | -7.7% |
| YTD | +36.7% | +8.0% | +28.7% | +20.0% |
| 1Y | +47.9% | +12.7% | +35.2% | +17.8% |
| All | +47.9% | +13.0% | +34.9% | +17.8% |
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