+1,701.0%
MPWR vs AEP
+171.7%
+1,529.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.2% | -0.6% |
| 7D | -0.6% | +2.0% | -2.6% | -1.0% |
| 30D | -13.1% | +0.5% | -13.6% | -13.2% |
| 3M | -21.7% | -0.3% | -21.4% | -22.0% |
| 6M | +19.5% | -3.5% | +23.0% | +19.8% |
| YTD | +34.9% | +11.3% | +23.6% | +30.5% |
| 1Y | +42.0% | +20.2% | +21.7% | +34.5% |
| 3Y | +148.8% | +79.8% | +69.0% | +101.5% |
| 5Y | +156.8% | +65.6% | +91.2% | +112.4% |
| All | +1,701.0% | +171.7% | +1,529.3% | +1,234.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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