+156.2%
MPWR vs SHW
+11.1%
+145.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.8% |
| 7D | +16.8% | +1.9% | +14.9% | +15.8% |
| 30D | +11.9% | +8.1% | +3.8% | +5.7% |
| 3M | +2.2% | -2.8% | +5.0% | +3.3% |
| 6M | -15.5% | +15.0% | -30.5% | -25.5% |
| YTD | +54.2% | +9.0% | +45.2% | +40.8% |
| 1Y | +51.5% | +4.5% | +47.0% | +42.5% |
| 3Y | +180.2% | +41.9% | +138.4% | +113.8% |
| All | +156.2% | +11.1% | +145.1% | +124.0% |
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