+156.8%
MPWR vs MKC
-33.2%
+190.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -0.6% | -4.3% | +3.7% | -0.7% |
| 30D | -13.1% | -2.0% | -11.1% | -13.1% |
| 3M | -21.7% | +10.0% | -31.7% | -22.0% |
| 6M | +19.5% | -18.5% | +38.0% | +21.9% |
| YTD | +34.9% | -22.4% | +57.3% | +38.1% |
| 1Y | +42.0% | -23.6% | +65.6% | +45.5% |
| 3Y | +148.8% | -30.4% | +179.2% | +158.6% |
| 5Y | +156.8% | -34.2% | +191.0% | +166.3% |
| All | +156.8% | -33.2% | +190.1% | +166.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling