+156.8%
MPWR vs AEE
+42.4%
+114.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.5% |
| 7D | -0.6% | +0.6% | -1.2% | -0.6% |
| 30D | -13.1% | -1.9% | -11.1% | -13.0% |
| 3M | -21.7% | +0.3% | -22.0% | -22.1% |
| 6M | +19.5% | -3.0% | +22.5% | +19.4% |
| YTD | +34.9% | +8.4% | +26.5% | +33.0% |
| 1Y | +42.0% | +9.8% | +32.2% | +39.7% |
| 3Y | +148.8% | +47.4% | +101.4% | +133.0% |
| 5Y | +156.8% | +38.9% | +117.9% | +140.7% |
| All | +156.8% | +42.4% | +114.4% | +140.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling