+175.6%
MPWR vs KVUE
-20.4%
+196.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.1% | +4.1% | +4.1% |
| 7D | +0.9% | -5.1% | +6.0% | +0.5% |
| 30D | -13.4% | -6.3% | -7.0% | -13.8% |
| 3M | -22.2% | -0.5% | -21.7% | -22.3% |
| 6M | +15.7% | +3.1% | +12.6% | +15.6% |
| YTD | +36.7% | +6.7% | +30.0% | +36.9% |
| 1Y | +47.9% | -1.1% | +49.1% | +48.9% |
| 3Y | +159.7% | -8.7% | +168.4% | +164.6% |
| All | +175.6% | -20.4% | +196.1% | +205.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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