+89.2%
AAPL vs MPWR
+182.2%
-93.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.3% |
| 7D | +5.0% | +2.2% | +2.8% | +4.4% |
| 30D | +3.5% | -2.1% | +5.6% | +3.3% |
| 3M | +13.1% | -1.6% | +14.6% | +12.3% |
| 6M | +19.0% | -14.9% | +34.0% | +20.0% |
| YTD | +28.5% | +50.5% | -22.0% | +13.9% |
| 1Y | +29.7% | +40.0% | -10.3% | +16.6% |
| 3Y | +89.2% | +175.0% | -85.7% | +41.9% |
| All | +89.2% | +182.2% | -93.0% | +41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling