+1,788.2%
MPWR vs AG
+76.0%
+1,712.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.4% | -1.5% | -3.5% |
| 7D | +16.8% | -10.0% | +26.8% | +19.1% |
| 30D | +11.9% | -10.5% | +22.4% | +14.0% |
| 3M | +2.2% | -27.3% | +29.5% | +7.7% |
| 6M | -15.5% | -43.0% | +27.5% | -7.7% |
| YTD | +54.2% | -17.9% | +72.1% | +56.3% |
| 1Y | +51.5% | +11.9% | +39.5% | +45.4% |
| 3Y | +180.2% | +201.8% | -21.6% | +121.2% |
| 5Y | +156.8% | -0.1% | +156.8% | +126.3% |
| All | +1,788.2% | +76.0% | +1,712.2% | +1,424.3% |
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