+1,542.6%
MPWR vs KEY
+120.9%
+1,421.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.7% | +5.4% |
| 7D | -1.7% | -1.3% | -0.5% | -1.2% |
| 30D | -16.5% | +5.1% | -21.7% | -18.4% |
| 3M | -12.3% | -7.1% | -5.2% | -9.7% |
| 6M | -27.7% | -4.4% | -23.4% | -26.8% |
| YTD | +32.0% | +4.0% | +28.0% | +29.2% |
| 1Y | +25.1% | +23.4% | +1.7% | +13.6% |
| 3Y | +146.5% | +113.9% | +32.6% | +78.2% |
| 5Y | +126.0% | +12.3% | +113.7% | +104.5% |
| All | +1,542.6% | +120.9% | +1,421.7% | +1,076.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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