+2,756.5%
MPWR vs SHAK
+47.7%
+2,708.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -2.6% | -0.7% | -1.9% | -2.4% |
| 30D | -9.0% | -6.6% | -2.4% | -7.3% |
| 3M | -25.8% | +30.1% | -55.9% | -32.1% |
| 6M | +11.8% | -28.7% | +40.5% | +19.7% |
| YTD | +35.5% | -14.5% | +50.0% | +36.8% |
| 1Y | +45.3% | -31.9% | +77.2% | +56.0% |
| 3Y | +138.5% | -1.0% | +139.4% | +121.4% |
| 5Y | +152.8% | -18.7% | +171.5% | +136.5% |
| 10Y | +1,616.6% | +98.1% | +1,518.5% | +1,118.3% |
| All | +2,756.5% | +47.7% | +2,708.8% | +1,914.8% |
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