+156.8%
MPWR vs AGI
+390.0%
-233.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.1% |
| 7D | -0.6% | +4.4% | -5.0% | -1.8% |
| 30D | -13.1% | +10.0% | -23.0% | -15.3% |
| 3M | -21.7% | +1.7% | -23.5% | -22.7% |
| 6M | +19.5% | -26.8% | +46.3% | +27.6% |
| YTD | +34.9% | -5.3% | +40.2% | +33.3% |
| 1Y | +42.0% | +11.5% | +30.5% | +33.4% |
| 3Y | +148.8% | +212.9% | -64.1% | +70.2% |
| 5Y | +156.8% | +388.8% | -232.0% | +50.4% |
| All | +156.8% | +390.0% | -233.2% | +50.4% |
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