+160.1%
MPWR vs AMC
-99.2%
+259.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +8.3% | +8.3% | +15.6% |
| 7D | +11.6% | +6.6% | +5.0% | +10.8% |
| 30D | +0.1% | +14.1% | -14.0% | -1.3% |
| 3M | -0.8% | +31.3% | -32.1% | -4.2% |
| 6M | -13.0% | +126.7% | -139.7% | -23.4% |
| YTD | +53.9% | +117.9% | -64.0% | +34.9% |
| 1Y | +45.8% | +41.1% | +4.7% | +34.8% |
| 3Y | +194.3% | -61.0% | +255.2% | +200.6% |
| 5Y | +160.1% | -99.1% | +259.3% | +303.4% |
| All | +160.1% | -99.2% | +259.3% | +303.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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