+3,608.8%
SHOP vs MPWR
+1,560.2%
+2,048.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.2% | -1.6% | +0.7% |
| 7D | -5.4% | -1.7% | -3.7% | -5.5% |
| 30D | -10.3% | -16.5% | +6.2% | -2.6% |
| 3M | +1.0% | -12.3% | +13.3% | +5.5% |
| 6M | +41.2% | -27.7% | +69.0% | +55.3% |
| YTD | -7.5% | +32.0% | -39.5% | -32.2% |
| 1Y | -4.6% | +25.1% | -29.7% | -27.8% |
| 3Y | +146.4% | +146.5% | -0.1% | 0.0% |
| 5Y | -2.5% | +126.0% | -128.6% | -60.1% |
| All | +3,608.8% | +1,560.2% | +2,048.7% | +286.6% |
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