+14,479.0%
MPWR vs SO
+596.8%
+13,882.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.1% |
| 7D | -2.6% | -0.2% | -2.4% | -2.5% |
| 30D | -9.0% | -4.6% | -4.5% | -7.5% |
| 3M | -25.8% | -3.0% | -22.8% | -25.5% |
| 6M | +11.8% | -8.3% | +20.0% | +14.5% |
| YTD | +35.5% | +3.5% | +32.0% | +32.0% |
| 1Y | +45.3% | -0.9% | +46.2% | +43.6% |
| 3Y | +138.5% | +45.4% | +93.1% | +91.0% |
| 5Y | +152.8% | +59.6% | +93.1% | +88.9% |
| 10Y | +1,616.6% | +156.6% | +1,460.0% | +867.4% |
| All | +14,479.0% | +596.8% | +13,882.2% | +4,515.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling