+234.3%
MRK vs MPWR
+1,632.4%
-1,398.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -0.9% | -0.6% | -0.3% | -0.9% |
| 30D | +15.5% | -13.1% | +28.5% | +16.5% |
| 3M | +25.1% | -21.7% | +46.8% | +26.8% |
| 6M | +30.1% | +19.5% | +10.6% | +26.8% |
| YTD | +43.1% | +34.9% | +8.2% | +37.9% |
| 1Y | +82.5% | +42.0% | +40.5% | +74.6% |
| 3Y | +49.3% | +148.8% | -99.5% | +31.7% |
| 5Y | +130.3% | +156.8% | -26.6% | +94.6% |
| 10Y | +234.3% | +1,650.0% | -1,415.7% | +86.1% |
| All | +234.3% | +1,632.4% | -1,398.0% | +86.1% |
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