+77.5%
MPWR vs AMRZ
-17.3%
+94.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.3% | +3.8% | +0.7% |
| 7D | -0.6% | -2.0% | +1.4% | -0.1% |
| 30D | -13.1% | -9.8% | -3.2% | -10.7% |
| 3M | -21.7% | -17.2% | -4.5% | -18.1% |
| 6M | +19.5% | -26.9% | +46.4% | +29.1% |
| YTD | +34.9% | -21.5% | +56.4% | +42.4% |
| 1Y | +42.0% | -22.9% | +64.8% | +47.1% |
| All | +77.5% | -17.3% | +94.8% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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