+136.7%
MPWR vs SHW
+25.2%
+111.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -2.6% | -3.2% | +0.7% | -0.4% |
| 30D | -9.0% | -9.5% | +0.5% | -2.9% |
| 3M | -25.8% | +11.5% | -37.3% | -33.7% |
| 6M | +11.8% | -3.5% | +15.3% | +12.5% |
| YTD | +35.5% | +3.7% | +31.8% | +27.4% |
| 1Y | +45.3% | -7.9% | +53.2% | +50.5% |
| All | +136.7% | +25.2% | +111.5% | +78.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling