+155.2%
MPWR vs SUI
-32.0%
+187.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.0% |
| 7D | -2.6% | -2.8% | +0.3% | -1.5% |
| 30D | -9.0% | -1.2% | -7.9% | -8.7% |
| 3M | -25.8% | -1.7% | -24.1% | -26.1% |
| 6M | +11.8% | -10.5% | +22.2% | +16.2% |
| YTD | +35.5% | -1.8% | +37.3% | +34.2% |
| 1Y | +45.3% | -4.1% | +49.4% | +44.7% |
| 3Y | +138.5% | +11.3% | +127.2% | +108.5% |
| All | +155.2% | -32.0% | +187.2% | +207.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling