+6,701.5%
MPWR vs SCHG
+1,094.5%
+5,607.0%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -2.7% |
| 7D | +16.8% | +2.7% | +14.1% | +12.9% |
| 30D | +11.9% | -5.2% | +17.0% | +22.6% |
| 3M | +2.2% | -5.2% | +7.4% | +12.3% |
| 6M | -15.5% | -0.6% | -14.9% | -13.1% |
| YTD | +54.2% | +4.7% | +49.5% | +47.0% |
| 1Y | +51.5% | +6.0% | +45.4% | +42.0% |
| 3Y | +180.2% | +78.9% | +101.3% | +32.0% |
| 5Y | +156.8% | +69.9% | +86.9% | +38.5% |
| 10Y | +1,801.1% | +433.0% | +1,368.1% | +140.7% |
| All | +6,701.5% | +1,094.5% | +5,607.0% | +217.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling