+1,650.0%
MPWR vs SHW
+275.8%
+1,374.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | +1.2% |
| 7D | -0.6% | -1.2% | +0.6% | +0.2% |
| 30D | -13.1% | -11.6% | -1.5% | -5.4% |
| 3M | -21.7% | +9.1% | -30.8% | -28.2% |
| 6M | +19.5% | -0.7% | +20.2% | +17.3% |
| YTD | +34.9% | +1.4% | +33.6% | +29.9% |
| 1Y | +42.0% | -12.3% | +54.2% | +51.0% |
| 3Y | +148.8% | +23.4% | +125.4% | +107.4% |
| 5Y | +156.8% | +15.0% | +141.8% | +119.9% |
| 10Y | +1,650.0% | +278.3% | +1,371.7% | +680.6% |
| All | +1,650.0% | +275.8% | +1,374.2% | +680.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 10y: compounded portfolio wealth divided by compounded SHW 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…
10y analysis · Full analysis span regression · 6 months rolling