+176.6%
MPWR vs SPGI
+14.7%
+161.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.4% | +8.6% | +8.7% |
| 7D | +17.3% | -1.4% | +18.6% | +18.3% |
| 30D | +12.1% | +15.3% | -3.2% | +3.1% |
| 3M | +5.6% | +16.5% | -10.9% | -4.5% |
| 6M | -10.7% | +19.8% | -30.5% | -23.3% |
| YTD | +64.0% | -3.2% | +67.2% | +63.0% |
| 1Y | +55.9% | +1.8% | +54.1% | +47.5% |
| 3Y | +199.5% | +30.6% | +168.9% | +113.7% |
| 5Y | +176.6% | +16.0% | +160.5% | +113.7% |
| All | +176.6% | +14.7% | +161.9% | +113.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling