+1,367.3%
AAPL vs MPWR
+1,791.1%
-423.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.9% | +4.3% | +1.6% |
| 7D | +4.1% | +16.8% | -12.7% | -1.2% |
| 30D | +4.0% | +11.9% | -7.9% | -0.9% |
| 3M | +16.8% | +2.2% | +14.6% | +13.5% |
| 6M | +19.4% | -15.5% | +34.9% | +20.2% |
| YTD | +31.5% | +54.2% | -22.7% | +5.8% |
| 1Y | +31.0% | +51.5% | -20.5% | +5.8% |
| 3Y | +95.3% | +180.2% | -84.9% | +10.8% |
| 5Y | +143.4% | +156.8% | -13.4% | +29.9% |
| All | +1,367.3% | +1,791.1% | -423.7% | +188.0% |
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 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