+156.8%
MPWR vs DKS
+9.4%
+147.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.4% | +1.7% |
| 7D | -0.6% | -0.4% | -0.2% | -0.5% |
| 30D | -13.1% | -36.6% | +23.6% | +3.1% |
| 3M | -21.7% | -37.6% | +15.9% | -7.6% |
| 6M | +19.5% | -32.1% | +51.6% | +34.5% |
| YTD | +34.9% | -32.3% | +67.2% | +52.1% |
| 1Y | +42.0% | -39.5% | +81.4% | +68.3% |
| 3Y | +148.8% | +27.7% | +121.1% | +101.8% |
| 5Y | +156.8% | +15.0% | +141.8% | +83.9% |
| All | +156.8% | +9.4% | +147.4% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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