+167.3%
MPWR vs KEY
+12.7%
+154.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.9% |
| 7D | +27.9% | +1.8% | +26.2% | +27.1% |
| 30D | +9.7% | +7.1% | +2.6% | +6.4% |
| 3M | +1.7% | -5.9% | +7.6% | +4.5% |
| 6M | -9.2% | +2.2% | -11.4% | -10.7% |
| YTD | +60.5% | +6.4% | +54.1% | +55.4% |
| 1Y | +52.0% | +24.8% | +27.3% | +36.8% |
| 3Y | +193.1% | +125.2% | +67.9% | +109.2% |
| 5Y | +167.3% | +13.0% | +154.3% | +179.9% |
| All | +167.3% | +12.7% | +154.6% | +179.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling