+155.2%
MPWR vs SPG
+102.5%
+52.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.6% |
| 7D | -2.6% | -2.4% | -0.2% | -0.8% |
| 30D | -9.0% | -6.8% | -2.2% | -4.2% |
| 3M | -25.8% | +2.7% | -28.5% | -28.8% |
| 6M | +11.8% | +5.5% | +6.3% | +5.0% |
| YTD | +35.5% | +15.7% | +19.8% | +17.8% |
| 1Y | +45.3% | +20.9% | +24.4% | +20.7% |
| 3Y | +138.5% | +112.4% | +26.1% | +21.8% |
| All | +155.2% | +102.5% | +52.7% | +33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling