+180.2%
MPWR vs GSK
+65.8%
+114.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.5% | -4.5% | -4.0% |
| 7D | +16.8% | +1.1% | +15.7% | +16.7% |
| 30D | +11.9% | +6.3% | +5.5% | +11.5% |
| 3M | +2.2% | +1.8% | +0.4% | +2.2% |
| 6M | -15.5% | +1.7% | -17.1% | -16.0% |
| YTD | +54.2% | +6.5% | +47.6% | +52.5% |
| 1Y | +51.5% | +9.5% | +42.0% | +49.0% |
| 3Y | +180.2% | +65.3% | +114.9% | +179.4% |
| All | +180.2% | +65.8% | +114.4% | +179.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 3y: compounded portfolio wealth divided by compounded GSK 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…
3y analysis · Full analysis span regression · 6 months rolling