+2,664.6%
MPWR vs SPMO
+495.2%
+2,169.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.4% | -1.6% |
| 7D | +16.8% | +6.3% | +10.5% | +7.6% |
| 30D | +11.9% | -8.9% | +20.7% | +29.2% |
| 3M | +2.2% | -13.2% | +15.4% | +27.9% |
| 6M | -15.5% | -9.3% | -6.2% | -0.2% |
| YTD | +54.2% | +11.6% | +42.6% | +35.5% |
| 1Y | +51.5% | +13.4% | +38.1% | +30.1% |
| 3Y | +180.2% | +122.9% | +57.3% | +0.9% |
| 5Y | +156.8% | +113.9% | +42.8% | +1.2% |
| 10Y | +1,801.1% | +460.5% | +1,340.6% | +259.9% |
| All | +2,664.6% | +495.2% | +2,169.4% | +419.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling