+1,607.5%
MPWR vs AGG
+14.3%
+1,593.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -0.9% |
| 7D | -2.3% | -0.9% | -1.3% | -1.5% |
| 30D | -15.4% | -1.0% | -14.4% | -14.8% |
| 3M | -19.4% | -1.3% | -18.1% | -18.5% |
| 6M | +12.7% | -2.1% | +14.8% | +14.8% |
| YTD | +31.3% | -1.2% | +32.6% | +32.8% |
| 1Y | +39.7% | -0.5% | +40.1% | +40.4% |
| 3Y | +142.2% | +12.4% | +129.8% | +121.5% |
| 5Y | +149.0% | -2.4% | +151.4% | +136.1% |
| All | +1,607.5% | +14.3% | +1,593.2% | +1,726.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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