+146.5%
MPWR vs SO
+45.4%
+101.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.1% | +6.3% | +4.6% |
| 7D | -1.7% | -1.5% | -0.3% | -2.6% |
| 30D | -16.5% | +8.1% | -24.6% | -12.4% |
| 3M | -12.3% | +0.2% | -12.5% | -11.7% |
| 6M | -27.7% | +0.4% | -28.1% | -26.9% |
| YTD | +32.0% | +8.5% | +23.5% | +39.6% |
| 1Y | +25.1% | +4.9% | +20.1% | +30.0% |
| 3Y | +146.5% | +47.9% | +98.6% | +196.1% |
| All | +146.5% | +45.4% | +101.1% | +196.1% |
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