+1,921.6%
MPWR vs SO
+195.2%
+1,726.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.7% | +8.9% |
| 7D | +17.3% | +0.8% | +16.5% | +17.1% |
| 30D | +12.1% | +7.8% | +4.3% | +9.8% |
| 3M | +5.6% | +2.9% | +2.7% | +4.6% |
| 6M | -10.7% | +2.5% | -13.2% | -11.9% |
| YTD | +64.0% | +10.3% | +53.7% | +57.8% |
| 1Y | +55.9% | +6.4% | +49.6% | +51.5% |
| 3Y | +199.5% | +52.8% | +146.7% | +144.9% |
| 5Y | +176.6% | +78.7% | +97.9% | +105.8% |
| 10Y | +1,921.6% | +196.3% | +1,725.3% | +1,215.5% |
| All | +1,921.6% | +195.2% | +1,726.4% | +1,215.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling