+155.2%
MPWR vs SO
+58.2%
+97.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +0.7% |
| 7D | -2.6% | -0.2% | -2.4% | -2.6% |
| 30D | -9.0% | -4.6% | -4.5% | -9.6% |
| 3M | -25.8% | -3.0% | -22.8% | -26.2% |
| 6M | +11.8% | -8.3% | +20.0% | +10.7% |
| YTD | +35.5% | +3.5% | +32.0% | +35.6% |
| 1Y | +45.3% | -0.9% | +46.2% | +44.9% |
| 3Y | +138.5% | +45.4% | +93.1% | +125.4% |
| All | +155.2% | +58.2% | +97.0% | +139.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling