+1,788.2%
MPWR vs LMT
+197.1%
+1,591.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.6% | -3.5% |
| 7D | +16.8% | +5.1% | +11.7% | +15.3% |
| 30D | +11.9% | +14.1% | -2.3% | +7.6% |
| 3M | +2.2% | +0.3% | +1.9% | +1.8% |
| 6M | -15.5% | +16.1% | -31.6% | -20.1% |
| YTD | +54.2% | +25.5% | +28.7% | +41.1% |
| 1Y | +51.5% | +34.1% | +17.3% | +35.3% |
| 3Y | +180.2% | +45.1% | +135.1% | +132.9% |
| 5Y | +156.8% | +100.9% | +55.8% | +74.3% |
| All | +1,788.2% | +197.1% | +1,591.2% | +946.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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