+146.2%
AAPL vs MPWR
+182.1%
-35.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.9% | -6.9% | +0.1% |
| 7D | +1.8% | +17.3% | -15.5% | -2.1% |
| 30D | +4.3% | +12.1% | -7.8% | +0.9% |
| 3M | +16.6% | +5.6% | +11.0% | +13.7% |
| 6M | +21.6% | -10.7% | +32.3% | +21.3% |
| YTD | +31.2% | +64.0% | -32.8% | +10.3% |
| 1Y | +29.6% | +55.9% | -26.4% | +10.2% |
| 3Y | +93.1% | +199.5% | -106.4% | +24.0% |
| 5Y | +146.2% | +176.6% | -30.4% | +46.3% |
| All | +146.2% | +182.1% | -35.9% | +46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling