+176.6%
MPWR vs SPMO
+119.2%
+57.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +3.7% | +5.2% | +2.7% |
| 7D | +17.3% | +1.8% | +15.4% | +14.8% |
| 30D | +12.1% | -10.0% | +22.1% | +34.7% |
| 3M | +5.6% | -9.4% | +15.0% | +26.2% |
| 6M | -10.7% | -7.7% | -3.0% | +3.7% |
| YTD | +64.0% | +13.3% | +50.6% | +33.8% |
| 1Y | +55.9% | +12.7% | +43.2% | +28.7% |
| 3Y | +199.5% | +127.5% | +72.0% | -18.7% |
| 5Y | +176.6% | +119.7% | +56.9% | -19.5% |
| All | +176.6% | +119.2% | +57.3% | -19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling