+1,607.5%
MPWR vs SU
+267.8%
+1,339.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.3% | -1.4% |
| 7D | -2.3% | +1.7% | -3.9% | -2.8% |
| 30D | -15.4% | +9.6% | -25.0% | -17.8% |
| 3M | -19.4% | +11.7% | -31.1% | -22.4% |
| 6M | +12.7% | +21.9% | -9.2% | +4.9% |
| YTD | +31.3% | +58.6% | -27.3% | +12.6% |
| 1Y | +39.7% | +66.5% | -26.9% | +17.7% |
| 3Y | +142.2% | +121.4% | +20.8% | +85.5% |
| 5Y | +149.0% | +355.7% | -206.7% | +52.5% |
| All | +1,607.5% | +267.8% | +1,339.8% | +1,055.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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