+155.2%
MPWR vs SPXU
-86.1%
+241.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | +1.8% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | -9.0% | +0.8% | -9.9% | -8.4% |
| 3M | -25.8% | -4.7% | -21.1% | -26.1% |
| 6M | +11.8% | -29.6% | +41.4% | -7.8% |
| YTD | +35.5% | -29.9% | +65.4% | +13.0% |
| 1Y | +45.3% | -39.1% | +84.4% | +12.5% |
| 3Y | +138.5% | -80.0% | +218.5% | +16.0% |
| All | +155.2% | -86.1% | +241.3% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling