+156.8%
MPWR vs LMT
+74.9%
+81.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.4% |
| 7D | -0.6% | -1.5% | +0.9% | -0.6% |
| 30D | -13.1% | -8.2% | -4.8% | -13.0% |
| 3M | -21.7% | +3.7% | -25.5% | -21.7% |
| 6M | +19.5% | -19.2% | +38.7% | +20.6% |
| YTD | +34.9% | +12.9% | +22.1% | +34.8% |
| 1Y | +42.0% | +19.8% | +22.2% | +41.9% |
| 3Y | +148.8% | +37.3% | +111.5% | +142.6% |
| 5Y | +156.8% | +74.4% | +82.4% | +148.0% |
| All | +156.8% | +74.9% | +81.9% | +148.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling