+1,679.2%
MPWR vs AEM
+349.9%
+1,329.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | -1.3% | +3.0% | -4.3% | -1.9% |
| 30D | -12.8% | +12.5% | -25.3% | -15.2% |
| 3M | -21.3% | +26.9% | -48.2% | -25.6% |
| 6M | +13.7% | -9.4% | +23.2% | +15.0% |
| YTD | +33.3% | +20.3% | +13.0% | +27.2% |
| 1Y | +41.3% | +33.8% | +7.5% | +31.9% |
| 3Y | +145.8% | +349.8% | -204.0% | +81.1% |
| 5Y | +155.6% | +301.0% | -145.4% | +88.1% |
| 10Y | +1,679.2% | +376.1% | +1,303.2% | +1,169.4% |
| All | +1,679.2% | +349.9% | +1,329.3% | +1,169.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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