+149.0%
MPWR vs SYK
+2.4%
+146.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -0.4% |
| 7D | -2.3% | -12.3% | +10.1% | +4.9% |
| 30D | -15.4% | -22.4% | +7.0% | -2.9% |
| 3M | -19.4% | -12.3% | -7.0% | -17.6% |
| 6M | +12.7% | -24.3% | +37.0% | +27.8% |
| YTD | +31.3% | -22.8% | +54.1% | +45.4% |
| 1Y | +39.7% | -28.8% | +68.4% | +64.6% |
| 3Y | +142.2% | -4.0% | +146.2% | +115.6% |
| 5Y | +149.0% | +3.8% | +145.1% | +102.6% |
| All | +149.0% | +2.4% | +146.6% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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