+1,677.2%
MPWR vs SPMO
+517.6%
+1,159.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.5% | +3.6% | +3.3% |
| 7D | +0.9% | -0.9% | +1.8% | +2.3% |
| 30D | -13.4% | -1.9% | -11.5% | -10.8% |
| 3M | -22.2% | -1.4% | -20.9% | -20.5% |
| 6M | +15.7% | +25.5% | -9.8% | -16.8% |
| YTD | +36.7% | +24.8% | +11.8% | -0.6% |
| 1Y | +47.9% | +24.5% | +23.4% | +8.9% |
| 3Y | +159.7% | +157.1% | +2.6% | -27.8% |
| 5Y | +159.1% | +149.5% | +9.6% | -22.2% |
| All | +1,677.2% | +517.6% | +1,159.6% | +149.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling