+148.8%
MPWR vs SPMO
+161.5%
-12.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -1.3% |
| 7D | -0.6% | +3.4% | -4.0% | -6.2% |
| 30D | -13.1% | +0.5% | -13.6% | -13.8% |
| 3M | -21.7% | +1.9% | -23.6% | -24.5% |
| 6M | +19.5% | +27.8% | -8.3% | -23.4% |
| YTD | +34.9% | +26.7% | +8.3% | -11.9% |
| 1Y | +42.0% | +28.9% | +13.1% | -9.6% |
| 3Y | +148.8% | +160.7% | -11.9% | -53.2% |
| All | +148.8% | +161.5% | -12.7% | -53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling