+40.0%
MPWR vs AG
+24.7%
+15.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.9% | +3.7% | -0.6% |
| 7D | +2.2% | +6.0% | -3.8% | +0.7% |
| 30D | -2.1% | -13.5% | +11.5% | +1.7% |
| 3M | -1.6% | -20.7% | +19.1% | +4.1% |
| 6M | -14.9% | -31.5% | +16.6% | -8.1% |
| YTD | +50.5% | -10.1% | +60.7% | +51.0% |
| 1Y | +40.0% | +26.0% | +14.0% | +33.0% |
| All | +40.0% | +24.7% | +15.2% | +33.0% |
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