+1,679.2%
MPWR vs AMP
+570.9%
+1,108.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -0.6% |
| 7D | -1.3% | 0.0% | -1.3% | -1.3% |
| 30D | -12.8% | -1.0% | -11.8% | -12.4% |
| 3M | -21.3% | +23.2% | -44.6% | -32.5% |
| 6M | +13.7% | +20.4% | -6.7% | -1.3% |
| YTD | +33.3% | +13.6% | +19.6% | +19.6% |
| 1Y | +41.3% | +13.4% | +27.9% | +26.6% |
| 3Y | +145.8% | +66.5% | +79.3% | +71.8% |
| 5Y | +155.6% | +120.2% | +35.4% | +51.8% |
| 10Y | +1,679.2% | +576.5% | +1,102.7% | +498.8% |
| All | +1,679.2% | +570.9% | +1,108.3% | +498.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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