+176.6%
MPWR vs AGI
+260.0%
-83.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -2.8% | +11.7% | +9.6% |
| 7D | +17.3% | 0.0% | +17.3% | +17.1% |
| 30D | +12.1% | -7.6% | +19.7% | +14.0% |
| 3M | +5.6% | -10.2% | +15.8% | +8.1% |
| 6M | -10.7% | -31.5% | +20.8% | -2.5% |
| YTD | +64.0% | -22.0% | +86.0% | +69.8% |
| 1Y | +55.9% | -7.9% | +63.8% | +53.7% |
| 3Y | +199.5% | +137.6% | +61.9% | +116.5% |
| 5Y | +176.6% | +256.7% | -80.1% | +68.4% |
| All | +176.6% | +260.0% | -83.5% | +68.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling