+125.2%
MPWR vs SPGI
+11.1%
+114.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.0% | +6.2% | +5.8% |
| 7D | -1.7% | +0.3% | -2.0% | -2.0% |
| 30D | -16.5% | +18.4% | -34.9% | -24.6% |
| 3M | -12.3% | +15.7% | -28.0% | -20.5% |
| 6M | -27.7% | +17.3% | -45.0% | -37.2% |
| YTD | +32.0% | -4.7% | +36.7% | +32.3% |
| 1Y | +25.1% | +1.8% | +23.3% | +17.5% |
| 3Y | +146.5% | +31.7% | +114.8% | +73.1% |
| All | +125.2% | +11.1% | +114.1% | +80.6% |
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 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