+6,333.1%
MPWR vs SSNC
+1,082.2%
+5,250.9%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.6% |
| 7D | -2.6% | +0.6% | -3.2% | -3.0% |
| 30D | -9.0% | +6.0% | -15.1% | -12.6% |
| 3M | -25.8% | +21.0% | -46.8% | -36.1% |
| 6M | +11.8% | +12.1% | -0.3% | -0.1% |
| YTD | +35.5% | -3.2% | +38.7% | +32.3% |
| 1Y | +45.3% | -4.4% | +49.7% | +42.2% |
| 3Y | +138.5% | +51.6% | +86.8% | +75.1% |
| 5Y | +152.8% | +21.1% | +131.7% | +116.8% |
| 10Y | +1,616.6% | +177.7% | +1,438.9% | +832.8% |
| All | +6,333.1% | +1,082.2% | +5,250.9% | +1,536.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling