+155.2%
MPWR vs AMT
-31.6%
+186.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.0% |
| 7D | -2.6% | -0.2% | -2.4% | -2.6% |
| 30D | -9.0% | +4.6% | -13.7% | -9.8% |
| 3M | -25.8% | -8.4% | -17.4% | -24.7% |
| 6M | +11.8% | -6.0% | +17.8% | +12.5% |
| YTD | +35.5% | +2.1% | +33.4% | +32.9% |
| 1Y | +45.3% | -6.4% | +51.7% | +45.7% |
| 3Y | +138.5% | +8.1% | +130.4% | +105.6% |
| All | +155.2% | -31.6% | +186.8% | +177.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 5y: compounded portfolio wealth divided by compounded AMT 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…
5y analysis · Full analysis span regression · 6 months rolling