+180.2%
MPWR vs SO
+52.7%
+127.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.2% | -5.1% | -3.2% |
| 7D | +16.8% | +1.4% | +15.5% | +17.6% |
| 30D | +11.9% | +4.7% | +7.1% | +15.2% |
| 3M | +2.2% | +1.7% | +0.5% | +3.7% |
| 6M | -15.5% | +2.2% | -17.6% | -13.7% |
| YTD | +54.2% | +10.0% | +44.2% | +64.2% |
| 1Y | +51.5% | +6.0% | +45.4% | +58.2% |
| 3Y | +180.2% | +54.1% | +126.1% | +246.7% |
| All | +180.2% | +52.7% | +127.5% | +246.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling