+1,306.6%
AAPL vs MPWR
+1,725.0%
-418.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | 0.0% |
| 7D | +5.0% | +2.2% | +2.8% | +3.6% |
| 30D | +3.5% | -2.1% | +5.6% | +2.9% |
| 3M | +13.1% | -1.6% | +14.6% | +11.2% |
| 6M | +19.0% | -14.9% | +34.0% | +19.5% |
| YTD | +28.5% | +50.5% | -22.0% | +4.3% |
| 1Y | +29.7% | +40.0% | -10.3% | +7.7% |
| 3Y | +89.2% | +175.0% | -85.7% | +8.1% |
| 5Y | +141.2% | +162.0% | -20.7% | +27.1% |
| 10Y | +1,306.6% | +1,791.8% | -485.2% | +178.4% |
| All | +1,306.6% | +1,725.0% | -418.4% | +178.4% |
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