+230.8%
MRK vs MPWR
+1,791.1%
-1,560.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +0.8% |
| 7D | +0.7% | +16.8% | -16.1% | -0.5% |
| 30D | +0.3% | +11.9% | -11.6% | -0.7% |
| 3M | +9.7% | +2.2% | +7.4% | +9.0% |
| 6M | +32.0% | -15.5% | +47.4% | +32.4% |
| YTD | +43.3% | +54.2% | -10.9% | +36.4% |
| 1Y | +63.7% | +51.5% | +12.2% | +55.9% |
| 3Y | +58.0% | +180.2% | -122.2% | +38.2% |
| 5Y | +105.0% | +156.8% | -51.8% | +75.9% |
| All | +230.8% | +1,791.1% | -1,560.3% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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