+155.2%
MPWR vs AFRM
-23.1%
+178.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.5% | +1.5% |
| 7D | -2.6% | -7.0% | +4.4% | -1.0% |
| 30D | -9.0% | -7.8% | -1.2% | -7.7% |
| 3M | -25.8% | +5.3% | -31.1% | -27.3% |
| 6M | +11.8% | +42.6% | -30.9% | +0.7% |
| YTD | +35.5% | -2.8% | +38.3% | +32.7% |
| 1Y | +45.3% | -19.3% | +64.6% | +47.4% |
| 3Y | +138.5% | +231.0% | -92.5% | +54.0% |
| All | +155.2% | -23.1% | +178.2% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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