+312.8%
SPY vs MPWR
+1,606.4%
-1,293.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | +0.1% | -2.6% | +2.7% | +0.8% |
| 30D | +0.1% | -9.0% | +9.1% | +2.3% |
| 3M | +2.0% | -25.8% | +27.8% | +8.7% |
| 6M | +13.0% | +11.8% | +1.3% | +6.9% |
| YTD | +13.5% | +35.5% | -22.0% | +1.4% |
| 1Y | +20.0% | +45.3% | -25.3% | +4.3% |
| 3Y | +77.2% | +138.5% | -61.3% | +23.2% |
| 5Y | +81.9% | +152.8% | -70.9% | +15.1% |
| All | +312.8% | +1,606.4% | -1,293.6% | +24.7% |
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 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