+155.2%
MPWR vs SPGI
+8.3%
+146.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.8% |
| 7D | -2.6% | +0.1% | -2.7% | -2.8% |
| 30D | -9.0% | +8.4% | -17.4% | -13.9% |
| 3M | -25.8% | +11.8% | -37.7% | -32.8% |
| 6M | +11.8% | +5.7% | +6.0% | +4.1% |
| YTD | +35.5% | -9.7% | +45.2% | +40.7% |
| 1Y | +45.3% | -12.5% | +57.8% | +52.9% |
| 3Y | +138.5% | +21.8% | +116.6% | +79.7% |
| All | +155.2% | +8.3% | +146.9% | +102.9% |
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