+1,679.2%
MPWR vs SSNC
+162.7%
+1,516.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.2% |
| 7D | -1.3% | -3.9% | +2.6% | +1.4% |
| 30D | -12.8% | -0.2% | -12.7% | -13.1% |
| 3M | -21.3% | +15.9% | -37.2% | -31.8% |
| 6M | +13.7% | +7.5% | +6.3% | +2.9% |
| YTD | +33.3% | -8.2% | +41.5% | +35.0% |
| 1Y | +41.3% | -9.3% | +50.6% | +43.4% |
| 3Y | +145.8% | +48.5% | +97.3% | +70.1% |
| 5Y | +155.6% | +16.0% | +139.6% | +115.8% |
| 10Y | +1,679.2% | +169.2% | +1,510.1% | +782.1% |
| All | +1,679.2% | +162.7% | +1,516.5% | +782.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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