+125.2%
MPWR vs SYY
+7.8%
+117.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.2% | +3.1% | +4.3% |
| 7D | -1.7% | -7.3% | +5.5% | +0.9% |
| 30D | -16.5% | +0.1% | -16.6% | -17.5% |
| 3M | -12.3% | -8.2% | -4.0% | -9.8% |
| 6M | -27.7% | +6.3% | -34.0% | -31.6% |
| YTD | +32.0% | +7.3% | +24.7% | +22.9% |
| 1Y | +25.1% | +8.5% | +16.6% | +15.4% |
| 3Y | +146.5% | +24.9% | +121.6% | +96.2% |
| All | +125.2% | +7.8% | +117.4% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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