+32.5%
MPWR vs AG
+29.4%
+3.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +9.1% | -14.2% | -7.2% |
| 7D | +4.1% | -2.6% | +6.7% | +4.6% |
| 30D | -14.8% | -12.1% | -2.7% | -12.2% |
| 3M | -5.4% | -6.6% | +1.2% | -4.2% |
| 6M | -19.6% | -20.5% | +0.8% | -16.1% |
| YTD | +39.8% | -7.4% | +47.3% | +41.8% |
| 1Y | +32.5% | +33.4% | -0.9% | +29.2% |
| All | +32.5% | +29.4% | +3.2% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling