+1,788.2%
MPWR vs SWKS
+49.3%
+1,738.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.9% |
| 7D | +16.8% | +9.4% | +7.4% | +9.1% |
| 30D | +11.9% | +17.0% | -5.1% | -0.8% |
| 3M | +2.2% | +28.9% | -26.7% | -19.3% |
| 6M | -15.5% | +33.1% | -48.6% | -36.1% |
| YTD | +54.2% | +44.8% | +9.4% | +4.8% |
| 1Y | +51.5% | +36.2% | +15.2% | +8.2% |
| 3Y | +180.2% | +11.5% | +168.7% | +123.6% |
| 5Y | +156.8% | -37.1% | +193.8% | +235.0% |
| All | +1,788.2% | +49.3% | +1,738.9% | +1,194.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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