+1,791.8%
MPWR vs AG
+64.1%
+1,727.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.9% | +3.7% | -1.2% |
| 7D | +2.2% | +6.0% | -3.8% | +1.2% |
| 30D | -2.1% | -13.5% | +11.5% | +0.4% |
| 3M | -1.6% | -20.7% | +19.1% | +2.2% |
| 6M | -14.9% | -31.5% | +16.6% | -10.0% |
| YTD | +50.5% | -10.1% | +60.7% | +50.2% |
| 1Y | +40.0% | +26.0% | +14.0% | +31.7% |
| 3Y | +175.0% | +228.9% | -53.9% | +114.2% |
| 5Y | +162.0% | +8.7% | +153.3% | +127.6% |
| 10Y | +1,791.8% | +71.9% | +1,720.0% | +1,408.7% |
| All | +1,791.8% | +64.1% | +1,727.8% | +1,408.7% |
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