+160.1%
MPWR vs KEY
+16.6%
+143.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.7% | +13.9% | +15.4% |
| 7D | +11.6% | -0.4% | +12.0% | +12.0% |
| 30D | +0.1% | +7.2% | -7.1% | -3.0% |
| 3M | -0.8% | -4.9% | +4.1% | +1.4% |
| 6M | -13.0% | +1.1% | -14.1% | -14.0% |
| YTD | +53.9% | +6.8% | +47.1% | +48.7% |
| 1Y | +45.8% | +23.3% | +22.5% | +31.9% |
| 3Y | +194.3% | +126.1% | +68.2% | +109.6% |
| 5Y | +160.1% | +15.2% | +144.9% | +170.5% |
| All | +160.1% | +16.6% | +143.6% | +170.5% |
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