+167.3%
MPWR vs SPOT
+112.1%
+55.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.5% |
| 7D | +27.9% | -2.6% | +30.5% | +29.1% |
| 30D | +9.7% | +13.5% | -3.8% | +4.2% |
| 3M | +1.7% | +22.2% | -20.5% | -7.2% |
| 6M | -9.2% | +38.3% | -47.5% | -22.4% |
| YTD | +60.5% | +3.1% | +57.4% | +50.6% |
| 1Y | +52.0% | -7.6% | +59.7% | +49.6% |
| 3Y | +193.1% | +250.0% | -56.9% | +40.0% |
| 5Y | +167.3% | +113.3% | +53.9% | +29.9% |
| All | +167.3% | +112.1% | +55.2% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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