+160.1%
MPWR vs SPXS
-82.9%
+243.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -7.0% | +23.6% | +11.4% |
| 7D | +11.6% | -1.5% | +13.1% | +12.4% |
| 30D | +0.1% | +9.6% | -9.5% | +9.9% |
| 3M | -0.8% | +8.5% | -9.3% | +8.9% |
| 6M | -13.0% | -5.8% | -7.3% | -10.9% |
| YTD | +53.9% | -25.4% | +79.3% | +38.6% |
| 1Y | +45.8% | -28.8% | +74.7% | +28.4% |
| 3Y | +194.3% | -80.9% | +275.1% | +41.1% |
| 5Y | +160.1% | -83.1% | +243.3% | +66.6% |
| All | +160.1% | -82.9% | +243.1% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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