+14,101.9%
MPWR vs SHEL
+418.5%
+13,683.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.0% | +6.2% | +5.7% |
| 7D | -1.7% | -8.8% | +7.1% | +3.0% |
| 30D | -16.5% | +2.3% | -18.8% | -17.9% |
| 3M | -12.3% | +11.6% | -23.8% | -17.8% |
| 6M | -27.7% | +15.7% | -43.4% | -33.9% |
| YTD | +32.0% | +38.6% | -6.5% | +8.8% |
| 1Y | +25.1% | +38.5% | -13.4% | +2.9% |
| 3Y | +146.5% | +66.9% | +79.6% | +83.6% |
| 5Y | +126.0% | +160.6% | -34.5% | +29.2% |
| 10Y | +1,582.7% | +214.1% | +1,368.6% | +666.6% |
| All | +14,101.9% | +418.5% | +13,683.4% | +3,832.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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