+1,461.2%
MPWR vs SW
+185.4%
+1,275.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -1.5% | -8.8% | -10.0% |
| 7D | -5.6% | +4.7% | -10.3% | -6.4% |
| 30D | -23.2% | +5.0% | -28.2% | -24.0% |
| 3M | -15.8% | -7.3% | -8.5% | -14.8% |
| 6M | -28.5% | +15.0% | -43.5% | -30.8% |
| YTD | +25.5% | +18.5% | +6.9% | +20.4% |
| 1Y | +13.9% | +27.1% | -13.2% | +7.9% |
| 3Y | +134.6% | +49.3% | +85.2% | +119.1% |
| 5Y | +114.8% | -1.6% | +116.5% | +103.8% |
| All | +1,461.2% | +185.4% | +1,275.8% | +1,242.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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