+3,557.0%
SHOP vs MPWR
+1,725.0%
+1,832.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -2.4% |
| 7D | +2.8% | +2.2% | +0.6% | +0.3% |
| 30D | -14.2% | -2.1% | -12.1% | -15.3% |
| 3M | -5.5% | -1.6% | -4.0% | -8.1% |
| 6M | +32.8% | -14.9% | +47.7% | +32.6% |
| YTD | -8.9% | +50.5% | -59.5% | -38.4% |
| 1Y | -7.7% | +40.0% | -47.7% | -34.8% |
| 3Y | +139.0% | +175.0% | -35.9% | -9.1% |
| 5Y | -0.5% | +162.0% | -162.5% | -62.8% |
| 10Y | +3,557.0% | +1,791.8% | +1,765.2% | +245.5% |
| All | +3,557.0% | +1,725.0% | +1,832.0% | +245.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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