+1,786.5%
MPWR vs APD
+192.6%
+1,594.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.0% | +14.6% | +15.3% |
| 7D | +11.6% | -1.6% | +13.2% | +12.9% |
| 30D | +0.1% | +10.6% | -10.5% | -6.3% |
| 3M | -0.8% | +2.5% | -3.3% | -2.7% |
| 6M | -13.0% | +6.0% | -19.0% | -17.1% |
| YTD | +53.9% | +28.4% | +25.5% | +27.2% |
| 1Y | +45.8% | +22.2% | +23.7% | +23.6% |
| 3Y | +194.3% | +26.6% | +167.7% | +129.8% |
| 5Y | +160.1% | +11.8% | +148.4% | +118.5% |
| 10Y | +1,786.5% | +187.8% | +1,598.7% | +653.8% |
| All | +1,786.5% | +192.6% | +1,594.0% | +653.8% |
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