+1,788.2%
MPWR vs AEM
+412.5%
+1,375.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -4.0% | -3.9% |
| 7D | +16.8% | -6.8% | +23.7% | +18.7% |
| 30D | +11.9% | +0.8% | +11.0% | +11.4% |
| 3M | +2.2% | -0.8% | +3.0% | +2.0% |
| 6M | -15.5% | -8.5% | -7.0% | -14.5% |
| YTD | +54.2% | +5.9% | +48.2% | +50.8% |
| 1Y | +51.5% | +6.6% | +44.9% | +47.8% |
| 3Y | +180.2% | +302.2% | -122.0% | +109.4% |
| 5Y | +156.8% | +250.8% | -94.0% | +92.2% |
| All | +1,788.2% | +412.5% | +1,375.7% | +1,251.6% |
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