+32.5%
MPWR vs SO
+3.3%
+29.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -5.5% |
| 7D | +4.1% | +1.7% | +2.4% | +5.3% |
| 30D | -14.8% | +11.1% | -25.9% | -9.4% |
| 3M | -5.4% | +0.7% | -6.1% | -4.3% |
| 6M | -19.6% | -1.4% | -18.2% | -19.4% |
| YTD | +39.8% | +9.4% | +30.4% | +44.3% |
| 1Y | +32.5% | +3.7% | +28.8% | +34.4% |
| All | +32.5% | +3.3% | +29.3% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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