+14,101.9%
MPWR vs MKC
+318.4%
+13,783.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.3% | +8.5% | +6.5% |
| 7D | -1.7% | +2.3% | -4.1% | -2.9% |
| 30D | -16.5% | +8.1% | -24.6% | -19.7% |
| 3M | -12.3% | -6.4% | -5.8% | -11.0% |
| 6M | -27.7% | +1.8% | -29.5% | -30.5% |
| YTD | +32.0% | -26.9% | +58.9% | +44.8% |
| 1Y | +25.1% | -21.7% | +46.8% | +32.6% |
| 3Y | +146.5% | -18.7% | +165.2% | +145.8% |
| 5Y | +126.0% | -32.8% | +158.9% | +137.5% |
| 10Y | +1,582.7% | +27.0% | +1,555.7% | +1,044.7% |
| All | +14,101.9% | +318.4% | +13,783.4% | +4,375.7% |
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 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