+109.4%
AAPL vs MPWR
+153.3%
-43.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.4% | -2.7% |
| 7D | +0.1% | -2.6% | +2.7% | +0.6% |
| 30D | +3.0% | -9.0% | +12.0% | +5.0% |
| 3M | +2.9% | -25.8% | +28.7% | +8.6% |
| 6M | +22.1% | +11.8% | +10.3% | +14.6% |
| YTD | +18.0% | +35.5% | -17.5% | +4.7% |
| 1Y | +33.9% | +45.3% | -11.4% | +15.5% |
| 3Y | +71.2% | +138.5% | -67.3% | +16.6% |
| All | +109.4% | +153.3% | -43.9% | +24.8% |
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