+5,852.5%
MPWR vs SW
+743.1%
+5,109.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.1% | -9.1% | -5.5% |
| 7D | +4.1% | +12.1% | -7.9% | +2.7% |
| 30D | -14.8% | +6.6% | -21.3% | -15.5% |
| 3M | -5.4% | -6.0% | +0.6% | -4.9% |
| 6M | -19.6% | +21.5% | -41.1% | -21.7% |
| YTD | +39.8% | +20.3% | +19.5% | +36.1% |
| 1Y | +32.5% | +28.1% | +4.4% | +28.0% |
| 3Y | +161.4% | +51.6% | +109.8% | +149.5% |
| 5Y | +144.5% | -0.1% | +144.6% | +136.6% |
| 10Y | +1,682.6% | +189.7% | +1,492.8% | +1,485.8% |
| All | +5,852.5% | +743.1% | +5,109.5% | +4,892.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling