+391.7%
APP vs MPWR
+239.3%
+152.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.8% |
| 7D | +0.9% | -2.6% | +3.5% | +2.1% |
| 30D | -23.3% | -9.0% | -14.2% | -20.1% |
| 3M | -42.6% | -25.8% | -16.8% | -35.7% |
| 6M | -33.6% | +11.8% | -45.4% | -42.4% |
| YTD | -52.4% | +35.5% | -87.9% | -63.1% |
| 1Y | -35.9% | +45.3% | -81.2% | -53.1% |
| 3Y | +642.2% | +138.5% | +503.8% | +235.5% |
| 5Y | +311.1% | +152.8% | +158.3% | +67.6% |
| All | +391.7% | +239.3% | +152.3% | +60.3% |
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 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