+1,786.5%
MPWR vs SRE
+110.3%
+1,676.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.8% | +15.8% | +16.3% |
| 7D | +11.6% | -8.4% | +20.0% | +15.6% |
| 30D | +0.1% | -3.2% | +3.3% | +1.4% |
| 3M | -0.8% | -5.3% | +4.5% | +1.0% |
| 6M | -13.0% | -12.6% | -0.4% | -9.0% |
| YTD | +53.9% | -8.8% | +62.7% | +57.8% |
| 1Y | +45.8% | -13.4% | +59.2% | +52.6% |
| 3Y | +194.3% | +24.4% | +169.9% | +155.8% |
| 5Y | +160.1% | +47.3% | +112.8% | +108.8% |
| 10Y | +1,786.5% | +116.7% | +1,669.8% | +1,210.1% |
| All | +1,786.5% | +110.3% | +1,676.2% | +1,210.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 10y: compounded portfolio wealth divided by compounded SRE 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…
10y analysis · Full analysis span regression · 6 months rolling