+143.3%
AAPL vs MPWR
+155.3%
-12.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.9% | +4.3% | +1.2% |
| 7D | +4.1% | +16.8% | -12.7% | +0.4% |
| 30D | +4.0% | +11.9% | -7.9% | +0.6% |
| 3M | +16.8% | +2.2% | +14.6% | +14.6% |
| 6M | +19.4% | -15.5% | +34.9% | +20.5% |
| YTD | +31.5% | +54.2% | -22.7% | +12.0% |
| 1Y | +31.0% | +51.5% | -20.5% | +11.9% |
| 3Y | +95.3% | +180.2% | -84.9% | +27.2% |
| All | +143.3% | +155.3% | -12.0% | +47.6% |
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