+131.3%
MRK vs MPWR
+153.3%
-22.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -1.3% |
| 7D | +1.3% | -2.6% | +3.9% | +1.4% |
| 30D | +17.1% | -9.0% | +26.2% | +17.3% |
| 3M | +25.9% | -25.8% | +51.7% | +26.4% |
| 6M | +26.8% | +11.8% | +15.1% | +25.9% |
| YTD | +44.9% | +35.5% | +9.4% | +43.3% |
| 1Y | +84.8% | +45.3% | +39.5% | +82.4% |
| 3Y | +50.1% | +138.5% | -88.3% | +47.0% |
| All | +131.3% | +153.3% | -22.0% | +120.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling