+1,657.7%
MPWR vs AME
+421.5%
+1,236.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | -0.6% |
| 7D | -2.6% | +0.6% | -3.2% | -3.2% |
| 30D | -9.0% | -6.7% | -2.3% | -2.7% |
| 3M | -25.8% | +4.1% | -29.9% | -28.3% |
| 6M | +11.8% | +1.6% | +10.2% | +11.4% |
| YTD | +35.5% | +16.1% | +19.4% | +19.3% |
| 1Y | +45.3% | +27.3% | +18.0% | +16.6% |
| 3Y | +138.5% | +50.9% | +87.6% | +62.0% |
| 5Y | +152.8% | +81.4% | +71.4% | +47.3% |
| All | +1,657.7% | +421.5% | +1,236.2% | +460.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 10y: compounded portfolio wealth divided by compounded AME 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…
10y analysis · Full analysis span regression · 6 months rolling