+29.9%
AAPL vs MPWR
+31.4%
-1.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.1% | +10.4% | +5.3% |
| 7D | +1.7% | +4.1% | -2.5% | +1.6% |
| 30D | +5.0% | -14.8% | +19.8% | +5.2% |
| 3M | +13.1% | -5.4% | +18.5% | +13.0% |
| 6M | +26.5% | -19.6% | +46.1% | +27.6% |
| YTD | +28.9% | +39.8% | -10.9% | +21.4% |
| 1Y | +29.9% | +32.5% | -2.6% | +23.0% |
| All | +29.9% | +31.4% | -1.5% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling