+114.8%
MPWR vs SWK
-25.4%
+140.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.6% | -7.7% | -8.8% |
| 7D | -5.6% | +11.3% | -16.9% | -12.3% |
| 30D | -23.2% | +28.1% | -51.3% | -34.9% |
| 3M | -15.8% | +12.6% | -28.4% | -22.7% |
| 6M | -28.5% | +51.7% | -80.3% | -45.8% |
| YTD | +25.5% | +60.0% | -34.5% | -9.2% |
| 1Y | +13.9% | +72.7% | -58.8% | -21.6% |
| 3Y | +134.6% | +46.3% | +88.3% | +68.7% |
| 5Y | +114.8% | -24.6% | +139.5% | +108.9% |
| All | +114.8% | -25.4% | +140.3% | +108.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling