+1,632.7%
MPWR vs SWKS
+23.7%
+1,609.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | -1.9% |
| 7D | -2.6% | +12.5% | -15.1% | -11.6% |
| 30D | -9.0% | +10.5% | -19.5% | -16.5% |
| 3M | -25.8% | -7.4% | -18.4% | -22.0% |
| 6M | +11.8% | +32.7% | -20.9% | -14.7% |
| YTD | +35.5% | +19.2% | +16.3% | +10.9% |
| 1Y | +45.3% | +2.4% | +42.9% | +34.0% |
| 3Y | +138.5% | -25.6% | +164.1% | +173.5% |
| 5Y | +152.8% | -53.4% | +206.2% | +327.4% |
| All | +1,632.7% | +23.7% | +1,609.0% | +1,358.4% |
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