+14,479.0%
MPWR vs SWK
+258.1%
+14,221.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.7% |
| 3M | -25.8% | +24.1% | -49.9% | -35.6% |
| 6M | +11.8% | +24.7% | -13.0% | -3.6% |
| YTD | +35.5% | +33.9% | +1.6% | +10.9% |
| 1Y | +45.3% | +34.7% | +10.6% | +17.7% |
| 3Y | +138.5% | +15.3% | +123.2% | +105.3% |
| 5Y | +152.8% | -39.3% | +192.0% | +211.5% |
| 10Y | +1,616.6% | +2.5% | +1,614.1% | +1,306.4% |
| All | +14,479.0% | +258.1% | +14,221.0% | +4,677.6% |
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