+1,679.2%
MPWR vs MKC
+26.7%
+1,652.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | -1.3% | -4.3% | +3.0% | -0.3% |
| 30D | -12.8% | -3.1% | -9.7% | -12.4% |
| 3M | -21.3% | +6.8% | -28.1% | -23.4% |
| 6M | +13.7% | -18.3% | +32.1% | +19.1% |
| YTD | +33.3% | -23.1% | +56.3% | +41.4% |
| 1Y | +41.3% | -23.7% | +65.0% | +49.6% |
| 3Y | +145.8% | -31.0% | +176.8% | +165.0% |
| 5Y | +155.6% | -33.5% | +189.2% | +171.0% |
| 10Y | +1,679.2% | +30.3% | +1,648.9% | +1,335.7% |
| All | +1,679.2% | +26.7% | +1,652.5% | +1,335.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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