+155.2%
MPWR vs KEY
+40.7%
+114.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.7% |
| 7D | -2.6% | +2.2% | -4.8% | -3.6% |
| 30D | -9.0% | -3.0% | -6.0% | -7.8% |
| 3M | -25.8% | +3.3% | -29.2% | -27.2% |
| 6M | +11.8% | +9.2% | +2.6% | +7.1% |
| YTD | +35.5% | +10.6% | +24.9% | +29.0% |
| 1Y | +45.3% | +20.4% | +24.9% | +32.8% |
| 3Y | +138.5% | +121.8% | +16.6% | +70.5% |
| All | +155.2% | +40.7% | +114.5% | +150.6% |
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