+101.2%
MPWR vs AMIX
-99.9%
+201.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.8% | +0.8% |
| 7D | -2.6% | -13.7% | +11.1% | -2.6% |
| 30D | -9.0% | -62.1% | +53.0% | -9.2% |
| 3M | -25.8% | -46.2% | +20.3% | -25.2% |
| 6M | +11.8% | -46.4% | +58.2% | +12.6% |
| YTD | +35.5% | -60.3% | +95.8% | +36.4% |
| 1Y | +45.3% | -79.7% | +125.0% | +46.5% |
| All | +101.2% | -99.9% | +201.0% | +95.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling