+1,542.6%
MPWR vs SPGI
+333.9%
+1,208.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.0% | +6.2% | +5.9% |
| 7D | -1.7% | +0.3% | -2.0% | -2.1% |
| 30D | -16.5% | +18.4% | -34.9% | -26.4% |
| 3M | -12.3% | +15.7% | -28.0% | -22.3% |
| 6M | -27.7% | +17.3% | -45.0% | -39.0% |
| YTD | +32.0% | -4.7% | +36.7% | +28.3% |
| 1Y | +25.1% | +1.8% | +23.3% | +14.5% |
| 3Y | +146.5% | +31.7% | +114.8% | +76.8% |
| 5Y | +126.0% | +12.1% | +114.0% | +85.8% |
| All | +1,542.6% | +333.9% | +1,208.8% | +412.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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