+12,795.1%
MPWR vs AG
+287.4%
+12,507.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -3.2% | -7.0% | -9.8% |
| 7D | -5.6% | -2.9% | -2.8% | -5.4% |
| 30D | -23.2% | -15.1% | -8.1% | -21.5% |
| 3M | -15.8% | -15.4% | -0.4% | -14.0% |
| 6M | -28.5% | -21.9% | -6.6% | -26.5% |
| YTD | +25.5% | -10.4% | +35.9% | +25.2% |
| 1Y | +13.9% | +39.8% | -25.9% | +6.4% |
| 3Y | +134.6% | +209.5% | -75.0% | +90.3% |
| 5Y | +114.8% | +12.5% | +102.3% | +92.4% |
| 10Y | +1,499.3% | +79.5% | +1,419.8% | +1,134.7% |
| All | +12,795.1% | +287.4% | +12,507.6% | +5,592.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling