+32.5%
MPWR vs SHAK
-21.2%
+53.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.8% | -8.9% | -5.6% |
| 7D | +4.1% | +8.3% | -4.2% | +2.8% |
| 30D | -14.8% | +16.7% | -31.5% | -16.9% |
| 3M | -5.4% | +10.0% | -15.4% | -7.2% |
| 6M | -19.6% | -23.8% | +4.2% | -13.4% |
| YTD | +39.8% | -10.3% | +50.1% | +42.6% |
| 1Y | +32.5% | -22.9% | +55.4% | +47.6% |
| All | +32.5% | -21.2% | +53.8% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling