-5.9%
SHOP vs MPWR
+117.3%
-123.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -10.3% | +4.2% | -1.0% |
| 7D | -13.9% | -5.6% | -8.2% | -12.2% |
| 30D | -12.6% | -23.2% | +10.6% | -1.8% |
| 3M | -0.3% | -15.8% | +15.4% | +5.9% |
| 6M | +33.6% | -28.5% | +62.1% | +46.4% |
| YTD | -10.7% | +25.5% | -36.2% | -32.0% |
| 1Y | -11.8% | +13.9% | -25.7% | -28.9% |
| 3Y | +133.9% | +134.6% | -0.7% | -4.2% |
| 5Y | -5.9% | +114.8% | -120.8% | -64.3% |
| All | -5.9% | +117.3% | -123.3% | -64.3% |
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