+161.6%
MPWR vs MCK
+345.1%
-183.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.1% |
| 7D | +0.9% | -2.9% | +3.8% | +0.4% |
| 30D | -13.4% | +0.4% | -13.8% | -13.3% |
| 3M | -22.2% | +12.1% | -34.3% | -20.7% |
| 6M | +15.7% | -5.4% | +21.1% | +17.0% |
| YTD | +36.7% | +7.8% | +28.9% | +39.9% |
| 1Y | +47.9% | +22.9% | +25.0% | +53.9% |
| 3Y | +159.7% | +110.7% | +49.0% | +173.0% |
| All | +161.6% | +345.1% | -183.5% | +138.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling