+148.8%
MPWR vs AEM
+349.6%
-200.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | 0.0% |
| 7D | -0.6% | +4.3% | -4.9% | -1.9% |
| 30D | -13.1% | +13.1% | -26.2% | -16.5% |
| 3M | -21.7% | +24.8% | -46.5% | -27.5% |
| 6M | +19.5% | -8.2% | +27.8% | +20.4% |
| YTD | +34.9% | +19.8% | +15.1% | +26.3% |
| 1Y | +42.0% | +32.1% | +9.9% | +29.3% |
| 3Y | +148.8% | +348.2% | -199.4% | +68.7% |
| All | +148.8% | +349.6% | -200.8% | +68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling