+1,921.6%
MPWR vs SHW
+343.1%
+1,578.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.1% | +8.8% | +8.8% |
| 7D | +17.3% | -2.1% | +19.4% | +19.6% |
| 30D | +12.1% | +11.1% | +1.0% | +3.2% |
| 3M | +5.6% | -2.2% | +7.8% | +6.2% |
| 6M | -10.7% | +14.3% | -25.0% | -21.7% |
| YTD | +64.0% | +10.6% | +53.4% | +47.0% |
| 1Y | +55.9% | +4.1% | +51.9% | +46.3% |
| 3Y | +199.5% | +42.9% | +156.6% | +121.0% |
| 5Y | +176.6% | +14.2% | +162.4% | +136.3% |
| 10Y | +1,921.6% | +346.7% | +1,574.9% | +654.7% |
| All | +1,921.6% | +343.1% | +1,578.5% | +654.7% |
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