+1,632.7%
MPWR vs SWK
+2.4%
+1,630.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.3% |
| 7D | -2.6% | -0.4% | -2.1% | -2.3% |
| 30D | -9.0% | -5.7% | -3.3% | -5.8% |
| 3M | -25.8% | +24.1% | -49.9% | -35.5% |
| 6M | +11.8% | +24.7% | -13.0% | -3.5% |
| YTD | +35.5% | +33.9% | +1.6% | +11.0% |
| 1Y | +45.3% | +34.7% | +10.6% | +17.8% |
| 3Y | +138.5% | +15.3% | +123.2% | +104.4% |
| 5Y | +152.8% | -39.3% | +192.0% | +207.8% |
| All | +1,632.7% | +2.4% | +1,630.3% | +1,400.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 10y: compounded portfolio wealth divided by compounded SWK 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…
10y analysis · Full analysis span regression · 6 months rolling