+136.7%
MPWR vs SW
+19.6%
+117.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | +0.4% |
| 7D | -2.6% | -5.1% | +2.5% | -0.7% |
| 30D | -9.0% | -4.6% | -4.5% | -7.6% |
| 3M | -25.8% | +9.4% | -35.2% | -29.4% |
| 6M | +11.8% | +3.5% | +8.2% | +8.2% |
| YTD | +35.5% | +22.0% | +13.5% | +21.9% |
| 1Y | +45.3% | +2.2% | +43.1% | +39.6% |
| All | +136.7% | +19.6% | +117.1% | +106.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling