+32.5%
MPWR vs APD
+36.4%
-3.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.9% | -6.9% | -4.9% |
| 7D | +4.1% | +3.8% | +0.3% | +4.4% |
| 30D | -14.8% | +14.1% | -28.9% | -14.3% |
| 3M | -5.4% | +8.2% | -13.6% | -5.2% |
| 6M | -19.6% | +7.5% | -27.1% | -20.4% |
| YTD | +39.8% | +31.7% | +8.2% | +45.2% |
| 1Y | +32.5% | +35.1% | -2.5% | +39.3% |
| All | +32.5% | +36.4% | -3.8% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling