+89.9%
MPWR vs VIK
+236.8%
-147.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.1% | -2.0% |
| 7D | -0.6% | +3.6% | -4.2% | -2.7% |
| 30D | -13.1% | -16.7% | +3.7% | -3.7% |
| 3M | -21.7% | -1.1% | -20.7% | -22.2% |
| 6M | +19.5% | +27.8% | -8.3% | -0.9% |
| YTD | +34.9% | +23.3% | +11.6% | +13.5% |
| 1Y | +42.0% | +38.2% | +3.8% | +9.4% |
| All | +89.9% | +236.8% | -147.0% | -10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling