+96.0%
MPWR vs AMIX
-100.0%
+195.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | -1.7% | -16.0% | +14.3% | -1.8% |
| 30D | -16.5% | -55.4% | +38.9% | -16.6% |
| 3M | -12.3% | -87.5% | +75.2% | -12.5% |
| 6M | -27.7% | -81.2% | +53.5% | -27.3% |
| YTD | +32.0% | -86.8% | +118.8% | +32.7% |
| 1Y | +25.1% | -91.6% | +116.7% | +25.9% |
| All | +96.0% | -100.0% | +195.9% | +90.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling