+156.8%
MPWR vs AON
+13.7%
+143.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | +0.2% |
| 7D | -0.6% | -3.2% | +2.6% | +0.3% |
| 30D | -13.1% | -11.9% | -1.2% | -10.3% |
| 3M | -21.7% | -2.9% | -18.9% | -22.8% |
| 6M | +19.5% | -6.8% | +26.3% | +19.2% |
| YTD | +34.9% | -10.1% | +45.0% | +36.0% |
| 1Y | +42.0% | -14.2% | +56.2% | +46.0% |
| 3Y | +148.8% | -3.3% | +152.1% | +129.0% |
| 5Y | +156.8% | +13.6% | +143.2% | +89.8% |
| All | +156.8% | +13.7% | +143.1% | +89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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