+114.8%
MPWR vs SUI
-25.7%
+140.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +0.7% | -11.0% | -10.5% |
| 7D | -5.6% | +8.8% | -14.4% | -8.6% |
| 30D | -23.2% | +8.9% | -32.2% | -26.1% |
| 3M | -15.8% | +2.0% | -17.8% | -17.0% |
| 6M | -28.5% | -0.6% | -27.9% | -29.5% |
| YTD | +25.5% | +1.3% | +24.1% | +21.9% |
| 1Y | +13.9% | +1.3% | +12.6% | +10.6% |
| 3Y | +134.6% | +16.3% | +118.3% | +99.8% |
| 5Y | +114.8% | -25.1% | +139.9% | +155.9% |
| All | +114.8% | -25.7% | +140.5% | +155.9% |
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