+14,101.9%
MPWR vs SHW
+2,963.7%
+11,138.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.4% | +6.6% | +6.0% |
| 7D | -1.7% | +3.5% | -5.2% | -4.2% |
| 30D | -16.5% | +9.2% | -25.8% | -21.6% |
| 3M | -12.3% | -5.1% | -7.2% | -10.5% |
| 6M | -27.7% | +6.8% | -34.6% | -32.6% |
| YTD | +32.0% | +7.0% | +25.0% | +23.0% |
| 1Y | +25.1% | +4.1% | +21.0% | +18.5% |
| 3Y | +146.5% | +41.1% | +105.4% | +95.4% |
| 5Y | +126.0% | +12.9% | +113.2% | +101.1% |
| 10Y | +1,582.7% | +366.3% | +1,216.4% | +596.0% |
| All | +14,101.9% | +2,963.7% | +11,138.1% | +2,181.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling