+114.0%
MPWR vs SHW
+14.0%
+100.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.0% | -6.3% | -7.8% |
| 7D | -5.6% | +5.7% | -11.3% | -9.3% |
| 30D | -23.2% | +8.7% | -31.9% | -27.9% |
| 3M | -15.8% | -5.4% | -10.4% | -13.6% |
| 6M | -28.5% | +12.2% | -40.8% | -36.1% |
| YTD | +25.5% | +8.5% | +17.0% | +14.6% |
| 1Y | +13.9% | +4.9% | +9.0% | +6.5% |
| 3Y | +134.6% | +42.8% | +91.7% | +77.7% |
| All | +114.0% | +14.0% | +100.0% | +78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling