+144.5%
MPWR vs SW
-0.1%
+144.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.1% | -9.1% | -6.2% |
| 7D | +4.1% | +12.1% | -7.9% | +0.7% |
| 30D | -14.8% | +6.6% | -21.3% | -16.4% |
| 3M | -5.4% | -6.0% | +0.6% | -4.1% |
| 6M | -19.6% | +21.5% | -41.1% | -24.9% |
| YTD | +39.8% | +20.3% | +19.5% | +30.1% |
| 1Y | +32.5% | +28.1% | +4.4% | +21.0% |
| 3Y | +161.4% | +51.6% | +109.8% | +131.5% |
| 5Y | +144.5% | -0.1% | +144.6% | +128.7% |
| All | +144.5% | -0.1% | +144.6% | +128.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling