+14,479.0%
MPWR vs AGI
+1,184.2%
+13,294.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.8% | +1.0% |
| 7D | -2.6% | +0.6% | -3.2% | -2.7% |
| 30D | -9.0% | +18.2% | -27.3% | -10.6% |
| 3M | -25.8% | -4.1% | -21.7% | -25.7% |
| 6M | +11.8% | -28.7% | +40.5% | +15.0% |
| YTD | +35.5% | -4.0% | +39.5% | +35.1% |
| 1Y | +45.3% | +17.4% | +27.9% | +41.8% |
| 3Y | +138.5% | +203.0% | -64.6% | +111.7% |
| 5Y | +152.8% | +376.7% | -223.9% | +114.5% |
| 10Y | +1,616.6% | +407.5% | +1,209.1% | +1,288.9% |
| All | +14,479.0% | +1,184.2% | +13,294.9% | +8,920.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling