+1,921.6%
MPWR vs AG
+72.5%
+1,849.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.1% | +10.1% | +9.1% |
| 7D | +17.3% | -4.0% | +21.3% | +18.3% |
| 30D | +12.1% | -13.1% | +25.2% | +14.8% |
| 3M | +5.6% | -22.0% | +27.7% | +10.0% |
| 6M | -10.7% | -37.3% | +26.5% | -4.1% |
| YTD | +64.0% | -11.2% | +75.1% | +63.9% |
| 1Y | +55.9% | +23.9% | +32.0% | +47.0% |
| 3Y | +199.5% | +225.1% | -25.7% | +133.3% |
| 5Y | +176.6% | +7.7% | +168.8% | +140.5% |
| 10Y | +1,921.6% | +86.9% | +1,834.7% | +1,509.4% |
| All | +1,921.6% | +72.5% | +1,849.1% | +1,509.4% |
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