+14,479.0%
MPWR vs SPG
+823.6%
+13,655.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.2% |
| 7D | -2.6% | -2.4% | -0.2% | -1.7% |
| 30D | -9.0% | -6.8% | -2.2% | -6.6% |
| 3M | -25.8% | +2.7% | -28.5% | -27.2% |
| 6M | +11.8% | +5.5% | +6.3% | +8.7% |
| YTD | +35.5% | +15.7% | +19.8% | +27.0% |
| 1Y | +45.3% | +20.9% | +24.4% | +33.4% |
| 3Y | +138.5% | +112.4% | +26.1% | +77.9% |
| 5Y | +152.8% | +101.4% | +51.4% | +93.7% |
| 10Y | +1,616.6% | +60.6% | +1,555.9% | +1,157.0% |
| All | +14,479.0% | +823.6% | +13,655.5% | +5,237.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling