+86.3%
MPWR vs AMIX
-100.0%
+186.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -5.6% | -4.7% | -10.3% |
| 7D | -5.6% | -25.5% | +19.9% | -5.7% |
| 30D | -23.2% | -56.2% | +33.0% | -23.3% |
| 3M | -15.8% | -87.4% | +71.7% | -16.0% |
| 6M | -28.5% | -80.9% | +52.4% | -28.1% |
| YTD | +25.5% | -86.8% | +112.3% | +26.1% |
| 1Y | +13.9% | -91.3% | +105.2% | +14.6% |
| All | +86.3% | -100.0% | +186.2% | +81.0% |
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