-2.9%
SHOP vs MPWR
+124.2%
-127.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.2% | -1.6% | +1.0% |
| 7D | -5.4% | -1.7% | -3.7% | -5.5% |
| 30D | -10.3% | -16.5% | +6.2% | -3.3% |
| 3M | +1.0% | -12.3% | +13.3% | +5.2% |
| 6M | +41.2% | -27.7% | +69.0% | +54.6% |
| YTD | -7.5% | +32.0% | -39.5% | -31.3% |
| 1Y | -4.6% | +25.1% | -29.7% | -26.9% |
| 3Y | +146.4% | +146.5% | -0.1% | -1.5% |
| All | -2.9% | +124.2% | -127.1% | -63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling