+1,679.2%
MPWR vs AEE
+186.8%
+1,492.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -1.3% | +1.1% | -2.3% | -1.6% |
| 30D | -12.8% | 0.0% | -12.8% | -12.9% |
| 3M | -21.3% | -0.9% | -20.4% | -21.6% |
| 6M | +13.7% | -2.4% | +16.1% | +13.8% |
| YTD | +33.3% | +8.6% | +24.6% | +28.1% |
| 1Y | +41.3% | +10.2% | +31.1% | +34.8% |
| 3Y | +145.8% | +47.8% | +98.0% | +104.1% |
| 5Y | +155.6% | +40.1% | +115.5% | +114.1% |
| 10Y | +1,679.2% | +195.0% | +1,484.2% | +1,081.7% |
| All | +1,679.2% | +186.8% | +1,492.4% | +1,081.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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