+167.3%
MPWR vs APA
+90.7%
+76.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.0% | -4.1% | -2.6% |
| 7D | +27.9% | +9.6% | +18.3% | +25.3% |
| 30D | +9.7% | -0.2% | +9.9% | +9.5% |
| 3M | +1.7% | +19.8% | -18.1% | -3.4% |
| 6M | -9.2% | +30.1% | -39.3% | -16.4% |
| YTD | +60.5% | +100.4% | -39.9% | +27.1% |
| 1Y | +52.0% | +105.2% | -53.2% | +19.0% |
| 3Y | +193.1% | +44.6% | +148.5% | +134.9% |
| 5Y | +167.3% | +88.8% | +78.5% | +97.6% |
| All | +167.3% | +90.7% | +76.5% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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