+1,679.2%
MPWR vs AGI
+398.0%
+1,281.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.4% |
| 7D | -1.3% | +2.2% | -3.5% | -1.6% |
| 30D | -12.8% | +11.3% | -24.1% | -14.2% |
| 3M | -21.3% | +5.6% | -26.9% | -22.2% |
| 6M | +13.7% | -27.7% | +41.4% | +17.9% |
| YTD | +33.3% | -4.1% | +37.4% | +32.7% |
| 1Y | +41.3% | +13.8% | +27.5% | +37.3% |
| 3Y | +145.8% | +217.0% | -71.2% | +110.2% |
| 5Y | +155.6% | +404.3% | -248.7% | +107.8% |
| 10Y | +1,679.2% | +400.5% | +1,278.7% | +1,360.0% |
| All | +1,679.2% | +398.0% | +1,281.2% | +1,360.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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