+261.6%
APP vs MPWR
+117.3%
+144.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -10.3% | +41.3% | +35.7% |
| 7D | +39.7% | -5.6% | +45.3% | +40.7% |
| 30D | +27.7% | -23.2% | +51.0% | +41.3% |
| 3M | -14.8% | -15.8% | +1.0% | -11.1% |
| 6M | -25.5% | -28.5% | +3.0% | -19.4% |
| YTD | -47.2% | +25.5% | -72.6% | -58.9% |
| 1Y | -42.3% | +13.9% | -56.2% | -52.6% |
| 3Y | +806.8% | +134.6% | +672.2% | +295.1% |
| 5Y | +261.6% | +114.8% | +146.8% | +67.0% |
| All | +261.6% | +117.3% | +144.3% | +67.0% |
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 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