+149.5%
MPWR vs MCK
+112.2%
+37.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.8% |
| 7D | -2.3% | -4.4% | +2.1% | -3.4% |
| 30D | -15.4% | -2.2% | -13.2% | -15.9% |
| 3M | -19.4% | +11.6% | -30.9% | -16.5% |
| 6M | +12.7% | -4.9% | +17.7% | +14.4% |
| YTD | +31.3% | +7.7% | +23.6% | +36.9% |
| 1Y | +39.7% | +25.2% | +14.4% | +52.6% |
| All | +149.5% | +112.2% | +37.4% | +225.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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