+1,607.5%
MPWR vs MKSI
+511.3%
+1,096.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | +0.2% |
| 7D | -2.3% | +4.9% | -7.2% | -5.6% |
| 30D | -15.4% | -11.0% | -4.4% | -8.5% |
| 3M | -19.4% | -17.1% | -2.3% | -11.5% |
| 6M | +12.7% | +16.4% | -3.7% | -2.8% |
| YTD | +31.3% | +64.3% | -33.0% | -12.6% |
| 1Y | +39.7% | +137.7% | -98.1% | -30.8% |
| 3Y | +142.2% | +189.1% | -46.9% | -0.2% |
| 5Y | +149.0% | +83.1% | +65.8% | +40.8% |
| All | +1,607.5% | +511.3% | +1,096.2% | +334.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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