+1,788.2%
MPWR vs APD
+191.9%
+1,596.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.1% | -4.0% | -4.0% |
| 7D | +16.8% | +3.8% | +13.0% | +14.2% |
| 30D | +11.9% | +8.2% | +3.7% | +6.3% |
| 3M | +2.2% | +4.3% | -2.1% | -0.7% |
| 6M | -15.5% | +4.7% | -20.2% | -18.8% |
| YTD | +54.2% | +31.5% | +22.6% | +25.5% |
| 1Y | +51.5% | +23.5% | +27.9% | +27.6% |
| 3Y | +180.2% | +29.1% | +151.1% | +116.0% |
| 5Y | +156.8% | +15.9% | +140.9% | +110.4% |
| All | +1,788.2% | +191.9% | +1,596.3% | +606.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling