+41.3%
MPWR vs SPXU
-37.3%
+78.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | 0.0% |
| 7D | -1.3% | +1.3% | -2.5% | -0.2% |
| 30D | -12.8% | +5.1% | -18.0% | -9.0% |
| 3M | -21.3% | -9.1% | -12.2% | -25.6% |
| 6M | +13.7% | -29.6% | +43.3% | -9.3% |
| YTD | +33.3% | -27.7% | +61.0% | +10.1% |
| 1Y | +41.3% | -37.0% | +78.3% | +7.4% |
| All | +41.3% | -37.3% | +78.6% | +7.4% |
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