+1,921.6%
MPWR vs SM
+10.6%
+1,911.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +5.6% | +3.4% | +8.1% |
| 7D | +17.3% | +0.3% | +16.9% | +17.2% |
| 30D | +12.1% | -17.3% | +29.4% | +14.8% |
| 3M | +5.6% | -3.6% | +9.2% | +5.4% |
| 6M | -10.7% | +2.9% | -13.6% | -12.5% |
| YTD | +64.0% | +70.2% | -6.2% | +47.4% |
| 1Y | +55.9% | +66.5% | -10.6% | +40.4% |
| 3Y | +199.5% | -8.2% | +207.7% | +190.3% |
| 5Y | +176.6% | -1.5% | +178.0% | +160.3% |
| 10Y | +1,921.6% | +11.9% | +1,909.7% | +1,262.2% |
| All | +1,921.6% | +10.6% | +1,911.0% | +1,262.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 10y: compounded portfolio wealth divided by compounded SM 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…
10y analysis · Full analysis span regression · 6 months rolling