+155.2%
MPWR vs SHW
+15.5%
+139.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -2.6% | -3.2% | +0.7% | -0.5% |
| 30D | -9.0% | -9.5% | +0.5% | -3.0% |
| 3M | -25.8% | +11.5% | -37.3% | -33.0% |
| 6M | +11.8% | -3.5% | +15.3% | +12.3% |
| YTD | +35.5% | +3.7% | +31.8% | +28.6% |
| 1Y | +45.3% | -7.9% | +53.2% | +49.4% |
| 3Y | +138.5% | +24.7% | +113.7% | +99.1% |
| All | +155.2% | +15.5% | +139.7% | +122.8% |
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