+155.2%
MPWR vs AG
+64.2%
+91.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -13.1% |
| 3M | -25.8% | +6.2% | -32.0% | -27.5% |
| 6M | +11.8% | -26.7% | +38.4% | +17.8% |
| YTD | +35.5% | +26.1% | +9.4% | +23.6% |
| 1Y | +45.3% | +131.7% | -86.3% | +12.3% |
| 3Y | +138.5% | +255.3% | -116.9% | +53.4% |
| All | +155.2% | +64.2% | +91.0% | +89.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling