+316.8%
APP vs MPWR
+250.2%
+66.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -5.1% | +15.7% | +13.1% |
| 7D | +4.5% | +4.1% | +0.4% | +2.2% |
| 30D | -3.6% | -14.8% | +11.2% | +3.2% |
| 3M | -35.3% | -5.4% | -29.9% | -35.0% |
| 6M | -42.8% | -19.6% | -23.2% | -40.5% |
| YTD | -59.7% | +39.8% | -99.5% | -69.7% |
| 1Y | -55.4% | +32.5% | -87.9% | -65.4% |
| 3Y | +592.0% | +161.4% | +430.6% | +192.7% |
| 5Y | +175.7% | +144.5% | +31.3% | +13.3% |
| All | +316.8% | +250.2% | +66.6% | +31.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling