+168.8%
MPWR vs KVUE
-20.6%
+189.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | -1.5% |
| 7D | -1.3% | -7.2% | +5.9% | -1.8% |
| 30D | -12.8% | -5.7% | -7.2% | -13.2% |
| 3M | -21.3% | +0.2% | -21.5% | -21.4% |
| 6M | +13.7% | 0.0% | +13.7% | +13.5% |
| YTD | +33.3% | +6.5% | +26.8% | +33.5% |
| 1Y | +41.3% | -1.4% | +42.7% | +42.2% |
| 3Y | +145.8% | -5.6% | +151.4% | +148.4% |
| All | +168.8% | -20.6% | +189.3% | +197.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling