+146.5%
MPWR vs AA
+52.9%
+93.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.9% | +2.3% | +4.0% |
| 7D | -1.7% | +0.9% | -2.6% | -2.0% |
| 30D | -16.5% | -6.7% | -9.8% | -13.9% |
| 3M | -12.3% | -16.3% | +4.1% | -5.9% |
| 6M | -27.7% | -37.1% | +9.4% | -13.4% |
| YTD | +32.0% | -25.0% | +57.0% | +42.7% |
| 1Y | +25.1% | +8.6% | +16.5% | +13.6% |
| 3Y | +146.5% | +57.2% | +89.3% | +84.5% |
| All | +146.5% | +52.9% | +93.6% | +84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling