+1,650.0%
MPWR vs SPG
+61.5%
+1,588.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.9% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | -13.1% | -4.9% | -8.1% | -11.5% |
| 3M | -21.7% | +3.3% | -25.0% | -23.2% |
| 6M | +19.5% | +11.2% | +8.3% | +14.0% |
| YTD | +34.9% | +17.1% | +17.9% | +26.2% |
| 1Y | +42.0% | +21.6% | +20.4% | +30.4% |
| 3Y | +148.8% | +111.9% | +36.9% | +89.3% |
| 5Y | +156.8% | +106.9% | +49.9% | +97.4% |
| 10Y | +1,650.0% | +62.2% | +1,587.8% | +1,341.6% |
| All | +1,650.0% | +61.5% | +1,588.5% | +1,341.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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