+7,274.8%
MPWR vs SPXU
-100.0%
+7,374.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -1.6% |
| 7D | +2.2% | +0.5% | +1.7% | +4.0% |
| 30D | -2.1% | +10.9% | -13.0% | +5.9% |
| 3M | -1.6% | +9.6% | -11.2% | +6.5% |
| 6M | -14.9% | -4.7% | -10.3% | -12.4% |
| YTD | +50.5% | -24.6% | +75.1% | +41.1% |
| 1Y | +40.0% | -24.7% | +64.7% | +32.2% |
| 3Y | +175.0% | -80.0% | +255.0% | +65.5% |
| 5Y | +162.0% | -83.5% | +245.4% | +94.9% |
| 10Y | +1,791.8% | -99.5% | +1,891.3% | +402.9% |
| All | +7,274.8% | -100.0% | +7,374.8% | +511.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling