+14,479.0%
MPWR vs SPGI
+1,464.4%
+13,014.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.7% |
| 7D | -2.6% | +0.1% | -2.7% | -2.8% |
| 30D | -9.0% | +8.4% | -17.4% | -13.6% |
| 3M | -25.8% | +11.8% | -37.7% | -32.2% |
| 6M | +11.8% | +5.7% | +6.0% | +4.4% |
| YTD | +35.5% | -9.7% | +45.2% | +37.1% |
| 1Y | +45.3% | -12.5% | +57.8% | +48.3% |
| 3Y | +138.5% | +21.8% | +116.6% | +100.2% |
| 5Y | +152.8% | +8.2% | +144.6% | +129.7% |
| 10Y | +1,616.6% | +309.5% | +1,307.1% | +681.9% |
| All | +14,479.0% | +1,464.4% | +13,014.6% | +2,890.4% |
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