+1,791.8%
MPWR vs SUI
+117.1%
+1,674.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -0.9% | +14.9% | +14.4% |
| 7D | +2.2% | +3.4% | -1.2% | +0.3% |
| 30D | -2.1% | +4.6% | -6.7% | -5.0% |
| 3M | -1.6% | +1.6% | -3.1% | -3.4% |
| 6M | -14.9% | -3.5% | -11.5% | -15.5% |
| YTD | +50.5% | -1.0% | +51.5% | +46.8% |
| 1Y | +40.0% | -1.7% | +41.7% | +37.0% |
| 3Y | +175.0% | +18.4% | +156.6% | +132.3% |
| 5Y | +162.0% | -26.3% | +188.3% | +189.5% |
| 10Y | +1,791.8% | +123.3% | +1,668.5% | +1,253.4% |
| All | +1,791.8% | +117.1% | +1,674.7% | +1,253.4% |
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