+528.7%
MPWR vs ACI
+34.0%
+494.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -2.2% |
| 7D | +2.2% | -0.6% | +2.8% | +2.2% |
| 30D | -2.1% | +9.5% | -11.6% | -2.2% |
| 3M | -1.6% | +10.1% | -11.6% | -1.7% |
| 6M | -14.9% | -15.4% | +0.4% | -14.3% |
| YTD | +50.5% | -19.5% | +70.1% | +51.9% |
| 1Y | +40.0% | -21.0% | +61.0% | +41.4% |
| 3Y | +175.0% | -31.2% | +206.1% | +179.3% |
| 5Y | +162.0% | -40.6% | +202.5% | +165.0% |
| All | +528.7% | +34.0% | +494.8% | +486.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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