+14,944.6%
MPWR vs SWK
+339.0%
+14,605.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +13.1% | -18.2% | -13.1% |
| 7D | +4.1% | +17.9% | -13.8% | -7.2% |
| 30D | -14.8% | +31.9% | -46.7% | -29.5% |
| 3M | -5.4% | +16.6% | -22.0% | -15.5% |
| 6M | -19.6% | +61.1% | -80.7% | -41.7% |
| YTD | +39.8% | +64.2% | -24.4% | -0.9% |
| 1Y | +32.5% | +85.2% | -52.7% | -13.1% |
| 3Y | +161.4% | +50.2% | +111.2% | +88.0% |
| 5Y | +144.5% | -22.8% | +167.3% | +155.9% |
| 10Y | +1,682.6% | +35.8% | +1,646.8% | +1,106.6% |
| All | +14,944.6% | +339.0% | +14,605.6% | +4,171.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling