+45.3%
MPWR vs SHAK
-34.0%
+79.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -2.6% | -0.7% | -1.9% | -2.5% |
| 30D | -9.0% | -6.6% | -2.4% | -8.1% |
| 3M | -25.8% | +30.1% | -55.9% | -29.8% |
| 6M | +11.8% | -28.7% | +40.5% | +20.6% |
| YTD | +35.5% | -14.5% | +50.0% | +40.4% |
| 1Y | +45.3% | -31.9% | +77.2% | +54.1% |
| All | +45.3% | -34.0% | +79.3% | +54.1% |
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