+1,650.0%
MPWR vs AG
+57.4%
+1,592.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | -0.6% | +4.5% | -5.1% | -1.4% |
| 30D | -13.1% | +12.9% | -25.9% | -15.0% |
| 3M | -21.7% | +20.9% | -42.7% | -24.6% |
| 6M | +19.5% | -19.5% | +39.0% | +22.3% |
| YTD | +34.9% | +24.8% | +10.1% | +27.5% |
| 1Y | +42.0% | +120.2% | -78.3% | +21.5% |
| 3Y | +148.8% | +279.0% | -130.2% | +88.2% |
| 5Y | +156.8% | +67.9% | +88.9% | +109.7% |
| 10Y | +1,650.0% | +57.5% | +1,592.5% | +1,310.3% |
| All | +1,650.0% | +57.4% | +1,592.6% | +1,310.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling