+90.7%
MPWR vs VIK
+228.1%
-137.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.7% |
| 7D | -2.6% | -3.0% | +0.5% | -0.8% |
| 30D | -9.0% | -20.7% | +11.7% | +3.8% |
| 3M | -25.8% | -4.6% | -21.2% | -24.6% |
| 6M | +11.8% | +14.0% | -2.2% | -0.3% |
| YTD | +35.5% | +20.2% | +15.3% | +15.8% |
| 1Y | +45.3% | +36.0% | +9.3% | +13.0% |
| All | +90.7% | +228.1% | -137.4% | -8.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling