+1,542.6%
MPWR vs AA
+63.3%
+1,479.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.9% | +2.3% | +4.2% |
| 7D | -1.7% | +0.9% | -2.6% | -2.0% |
| 30D | -16.5% | -6.7% | -9.8% | -14.4% |
| 3M | -12.3% | -16.3% | +4.1% | -7.0% |
| 6M | -27.7% | -37.1% | +9.4% | -16.2% |
| YTD | +32.0% | -25.0% | +57.0% | +41.9% |
| 1Y | +25.1% | +8.6% | +16.5% | +18.1% |
| 3Y | +146.5% | +57.2% | +89.3% | +98.6% |
| 5Y | +126.0% | -13.0% | +139.1% | +106.1% |
| All | +1,542.6% | +63.3% | +1,479.3% | +863.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling