+32.5%
MPWR vs SPXU
-30.4%
+62.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.9% | -0.2% | -9.0% |
| 7D | +4.1% | +2.2% | +2.0% | +6.0% |
| 30D | -14.8% | +3.8% | -18.5% | -11.3% |
| 3M | -5.4% | +3.3% | -8.7% | -1.1% |
| 6M | -19.6% | -16.7% | -2.9% | -26.7% |
| YTD | +39.8% | -28.6% | +68.5% | +16.3% |
| 1Y | +32.5% | -30.6% | +63.1% | +9.4% |
| All | +32.5% | -30.4% | +62.9% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling