+198.0%
MPWR vs SPMO
+128.1%
+69.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +3.7% | +5.2% | +2.6% |
| 7D | +17.3% | +1.8% | +15.4% | +14.7% |
| 30D | +12.1% | -10.0% | +22.1% | +35.1% |
| 3M | +5.6% | -9.4% | +15.0% | +26.4% |
| 6M | -10.7% | -7.7% | -3.0% | +3.6% |
| YTD | +64.0% | +13.3% | +50.6% | +31.0% |
| 1Y | +55.9% | +12.7% | +43.2% | +26.1% |
| All | +198.0% | +128.1% | +69.9% | -28.1% |
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