+3,150.3%
MPWR vs SHAK
+59.5%
+3,090.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.2% | -7.1% | -4.8% |
| 7D | +16.8% | +4.3% | +12.5% | +15.5% |
| 30D | +11.9% | +9.0% | +2.8% | +9.1% |
| 3M | +2.2% | +1.8% | +0.4% | +1.2% |
| 6M | -15.5% | +17.3% | -32.8% | -21.1% |
| YTD | +54.2% | -7.6% | +61.8% | +51.5% |
| 1Y | +51.5% | -16.9% | +68.4% | +53.1% |
| 3Y | +180.2% | +35.1% | +145.2% | +137.3% |
| 5Y | +156.8% | -11.3% | +168.0% | +134.8% |
| 10Y | +1,801.1% | +98.8% | +1,702.3% | +1,223.9% |
| All | +3,150.3% | +59.5% | +3,090.7% | +2,132.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling