+176.6%
MPWR vs AMCR
-7.6%
+184.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.8% | +10.7% | +9.9% |
| 7D | +17.3% | -8.5% | +25.7% | +23.3% |
| 30D | +12.1% | +6.8% | +5.3% | +7.2% |
| 3M | +5.6% | -5.0% | +10.6% | +7.8% |
| 6M | -10.7% | +13.9% | -24.6% | -19.6% |
| YTD | +64.0% | +11.2% | +52.7% | +47.1% |
| 1Y | +55.9% | +11.3% | +44.6% | +39.5% |
| 3Y | +199.5% | +15.4% | +184.1% | +146.8% |
| 5Y | +176.6% | -7.7% | +184.3% | +174.9% |
| All | +176.6% | -7.6% | +184.2% | +174.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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