+1,276.0%
AAPL vs MPWR
+1,847.3%
-571.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +16.6% | -14.2% | -2.6% |
| 7D | +3.7% | +11.6% | -7.9% | -0.6% |
| 30D | +4.2% | +0.1% | +4.0% | +2.8% |
| 3M | +12.0% | -0.8% | +12.8% | +9.9% |
| 6M | +19.8% | -13.0% | +32.8% | +19.5% |
| YTD | +29.3% | +53.9% | -24.6% | +4.2% |
| 1Y | +31.1% | +45.8% | -14.7% | +7.4% |
| 3Y | +94.9% | +194.3% | -99.4% | +8.5% |
| 5Y | +138.1% | +160.1% | -22.1% | +26.3% |
| 10Y | +1,276.0% | +1,786.5% | -510.5% | +167.3% |
| All | +1,276.0% | +1,847.3% | -571.3% | +167.3% |
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 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