+52.0%
MPWR vs AMIX
-92.5%
+144.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -8.4% | +6.3% | -2.1% |
| 7D | +27.9% | -10.9% | +38.8% | +27.9% |
| 30D | +9.7% | -55.0% | +64.7% | +9.5% |
| 3M | +1.7% | -82.0% | +83.7% | +1.4% |
| 6M | -9.2% | -80.4% | +71.2% | -7.3% |
| YTD | +60.5% | -88.3% | +148.8% | +62.9% |
| 1Y | +52.0% | -92.4% | +144.4% | +54.1% |
| All | +52.0% | -92.5% | +144.5% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling