+1,788.2%
MPWR vs SPGI
+333.9%
+1,454.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -4.7% |
| 7D | +16.8% | +1.2% | +15.6% | +15.9% |
| 30D | +11.9% | +15.9% | -4.1% | +0.3% |
| 3M | +2.2% | +12.3% | -10.1% | -7.3% |
| 6M | -15.5% | +23.7% | -39.2% | -31.2% |
| YTD | +54.2% | -3.5% | +57.7% | +48.7% |
| 1Y | +51.5% | +0.4% | +51.0% | +40.7% |
| 3Y | +180.2% | +29.9% | +150.3% | +103.8% |
| 5Y | +156.8% | +15.2% | +141.6% | +106.7% |
| All | +1,788.2% | +333.9% | +1,454.4% | +486.1% |
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