+14,101.9%
MPWR vs AEE
+463.1%
+13,638.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | -1.7% | +2.1% | -3.8% | -2.7% |
| 30D | -16.5% | +11.4% | -27.9% | -20.7% |
| 3M | -12.3% | +5.0% | -17.2% | -14.5% |
| 6M | -27.7% | +4.4% | -32.2% | -30.1% |
| YTD | +32.0% | +15.4% | +16.6% | +21.6% |
| 1Y | +25.1% | +13.8% | +11.3% | +15.8% |
| 3Y | +146.5% | +58.0% | +88.5% | +88.4% |
| 5Y | +126.0% | +52.9% | +73.1% | +72.3% |
| 10Y | +1,582.7% | +205.1% | +1,377.6% | +746.9% |
| All | +14,101.9% | +463.1% | +13,638.8% | +4,700.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling