+156.8%
MPWR vs AEM
+297.7%
-140.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | 0.0% |
| 7D | -0.6% | +4.3% | -4.9% | -1.8% |
| 30D | -13.1% | +13.1% | -26.2% | -16.3% |
| 3M | -21.7% | +24.8% | -46.5% | -27.0% |
| 6M | +19.5% | -8.2% | +27.8% | +20.7% |
| YTD | +34.9% | +19.8% | +15.1% | +26.8% |
| 1Y | +42.0% | +32.1% | +9.9% | +29.8% |
| 3Y | +148.8% | +348.2% | -199.4% | +63.6% |
| 5Y | +156.8% | +297.5% | -140.7% | +61.8% |
| All | +156.8% | +297.7% | -140.9% | +61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling