+155.6%
MPWR vs MKSI
+90.4%
+65.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.9% |
| 7D | -1.3% | +6.6% | -7.9% | -6.0% |
| 30D | -12.8% | -8.2% | -4.6% | -7.5% |
| 3M | -21.3% | -16.4% | -4.9% | -13.9% |
| 6M | +13.7% | +23.0% | -9.2% | -7.4% |
| YTD | +33.3% | +68.2% | -34.9% | -15.8% |
| 1Y | +41.3% | +148.6% | -107.3% | -36.5% |
| 3Y | +145.8% | +196.0% | -50.2% | -10.7% |
| 5Y | +155.6% | +87.4% | +68.3% | +45.0% |
| All | +155.6% | +90.4% | +65.2% | +45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling