+1,542.6%
MPWR vs SUI
+115.7%
+1,426.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.5% | +6.7% | +5.9% |
| 7D | -1.7% | +6.2% | -8.0% | -4.7% |
| 30D | -16.5% | +8.6% | -25.1% | -20.4% |
| 3M | -12.3% | +1.0% | -13.3% | -13.6% |
| 6M | -27.7% | -2.6% | -25.1% | -28.5% |
| YTD | +32.0% | -0.1% | +32.1% | +28.3% |
| 1Y | +25.1% | +0.5% | +24.6% | +21.1% |
| 3Y | +146.5% | +15.3% | +131.2% | +112.0% |
| 5Y | +126.0% | -26.1% | +152.2% | +149.7% |
| All | +1,542.6% | +115.7% | +1,426.9% | +1,089.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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