+194.3%
MPWR vs LMT
+43.0%
+151.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.7% | +12.9% | +16.9% |
| 7D | +11.6% | -8.5% | +20.1% | +10.1% |
| 30D | +0.1% | +15.4% | -15.3% | +2.3% |
| 3M | -0.8% | +0.7% | -1.5% | +0.2% |
| 6M | -13.0% | +17.6% | -30.6% | -10.8% |
| YTD | +53.9% | +23.8% | +30.1% | +60.0% |
| 1Y | +45.8% | +31.6% | +14.2% | +53.0% |
| 3Y | +194.3% | +44.0% | +150.3% | +255.0% |
| All | +194.3% | +43.0% | +151.2% | +255.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling