+14,479.0%
MPWR vs SHEL
+386.3%
+14,092.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.2% | +0.5% |
| 7D | -2.6% | +2.2% | -4.8% | -3.7% |
| 30D | -9.0% | +6.8% | -15.9% | -12.2% |
| 3M | -25.8% | +8.1% | -33.9% | -29.2% |
| 6M | +11.8% | +14.4% | -2.7% | +2.9% |
| YTD | +35.5% | +30.0% | +5.5% | +16.2% |
| 1Y | +45.3% | +33.3% | +12.0% | +22.7% |
| 3Y | +138.5% | +66.4% | +72.0% | +78.5% |
| 5Y | +152.8% | +178.6% | -25.8% | +39.3% |
| 10Y | +1,616.6% | +198.4% | +1,418.2% | +704.1% |
| All | +14,479.0% | +386.3% | +14,092.7% | +4,100.6% |
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