+167.3%
MPWR vs SSNC
+7.9%
+159.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | +27.9% | +1.4% | +26.6% | +26.7% |
| 30D | +9.7% | -2.6% | +12.3% | +11.0% |
| 3M | +1.7% | -0.6% | +2.3% | +0.6% |
| 6M | -9.2% | +19.9% | -29.1% | -25.8% |
| YTD | +60.5% | -8.2% | +68.7% | +65.7% |
| 1Y | +52.0% | -5.5% | +57.6% | +52.1% |
| 3Y | +193.1% | +56.8% | +136.4% | +67.7% |
| 5Y | +167.3% | +7.8% | +159.5% | +134.4% |
| All | +167.3% | +7.9% | +159.4% | +134.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling