+111.9%
MPWR vs VIK
+236.8%
-124.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.8% |
| 7D | +2.2% | +2.6% | -0.4% | +0.6% |
| 30D | -2.1% | +7.9% | -10.0% | -6.5% |
| 3M | -1.6% | -15.2% | +13.6% | +7.0% |
| 6M | -14.9% | +6.5% | -21.5% | -20.5% |
| YTD | +50.5% | +23.3% | +27.2% | +25.8% |
| 1Y | +40.0% | +47.7% | -7.7% | +2.8% |
| All | +111.9% | +236.8% | -124.9% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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