+14,101.9%
MPWR vs SPGI
+1,550.1%
+12,551.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -24.5% |
| 3M | -12.3% | +15.7% | -28.0% | -20.3% |
| 6M | -27.7% | +17.3% | -45.0% | -36.6% |
| YTD | +32.0% | -4.7% | +36.7% | +28.6% |
| 1Y | +25.1% | +1.8% | +23.3% | +16.8% |
| 3Y | +146.5% | +31.7% | +114.8% | +96.2% |
| 5Y | +126.0% | +12.1% | +114.0% | +100.2% |
| 10Y | +1,582.7% | +341.9% | +1,240.8% | +630.0% |
| All | +14,101.9% | +1,550.1% | +12,551.8% | +2,705.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling