+136.7%
MPWR vs AG
+260.2%
-123.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.3% |
| 7D | -2.6% | +1.0% | -3.6% | -2.9% |
| 30D | -9.0% | +19.2% | -28.2% | -12.7% |
| 3M | -25.8% | +6.2% | -32.0% | -27.4% |
| 6M | +11.8% | -26.7% | +38.4% | +16.7% |
| YTD | +35.5% | +26.1% | +9.4% | +25.2% |
| 1Y | +45.3% | +131.7% | -86.3% | +17.0% |
| All | +136.7% | +260.2% | -123.4% | +65.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling