+16,096.1%
MPWR vs MKC
+303.9%
+15,792.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.3% |
| 7D | +2.2% | -2.4% | +4.6% | +2.8% |
| 30D | -2.1% | +5.4% | -7.4% | -4.9% |
| 3M | -1.6% | -11.1% | +9.6% | +1.8% |
| 6M | -14.9% | -1.4% | -13.5% | -17.2% |
| YTD | +50.5% | -29.4% | +80.0% | +67.3% |
| 1Y | +40.0% | -24.7% | +64.7% | +50.6% |
| 3Y | +175.0% | -21.8% | +196.8% | +178.2% |
| 5Y | +162.0% | -36.0% | +198.0% | +181.0% |
| 10Y | +1,791.8% | +24.9% | +1,766.9% | +1,188.0% |
| All | +16,096.1% | +303.9% | +15,792.2% | +5,070.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling