+247.5%
MRK vs MPWR
+1,560.2%
-1,312.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.2% | -5.4% | -0.5% |
| 7D | -1.9% | -1.7% | -0.1% | -1.8% |
| 30D | +2.8% | -16.5% | +19.3% | +3.9% |
| 3M | +15.0% | -12.3% | +27.3% | +15.6% |
| 6M | +30.9% | -27.7% | +58.6% | +32.9% |
| YTD | +42.3% | +32.0% | +10.3% | +37.0% |
| 1Y | +76.1% | +25.1% | +51.0% | +70.2% |
| 3Y | +54.1% | +146.5% | -92.4% | +36.0% |
| 5Y | +109.5% | +126.0% | -16.5% | +80.9% |
| All | +247.5% | +1,560.2% | -1,312.7% | +104.8% |
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