+155.2%
MPWR vs SWKS
-53.5%
+208.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | -2.0% |
| 7D | -2.6% | +12.5% | -15.1% | -11.8% |
| 30D | -9.0% | +10.5% | -19.5% | -16.7% |
| 3M | -25.8% | -7.4% | -18.4% | -21.8% |
| 6M | +11.8% | +32.7% | -20.9% | -16.0% |
| YTD | +35.5% | +19.2% | +16.3% | +9.7% |
| 1Y | +45.3% | +2.4% | +42.9% | +33.8% |
| 3Y | +138.5% | -25.6% | +164.1% | +175.8% |
| All | +155.2% | -53.5% | +208.7% | +324.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling