+146.5%
MPWR vs AEE
+57.7%
+88.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | -1.7% | +2.1% | -3.8% | -1.1% |
| 30D | -16.5% | +11.4% | -27.9% | -14.1% |
| 3M | -12.3% | +5.0% | -17.2% | -10.9% |
| 6M | -27.7% | +4.4% | -32.2% | -26.7% |
| YTD | +32.0% | +15.4% | +16.6% | +36.7% |
| 1Y | +25.1% | +13.8% | +11.3% | +29.2% |
| 3Y | +146.5% | +58.0% | +88.5% | +188.1% |
| All | +146.5% | +57.7% | +88.8% | +188.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling