+1,791.8%
MPWR vs APD
+187.0%
+1,604.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.4% |
| 7D | +2.2% | -0.2% | +2.4% | +2.5% |
| 30D | -2.1% | +11.0% | -13.1% | -8.6% |
| 3M | -1.6% | +1.3% | -2.9% | -2.7% |
| 6M | -14.9% | +6.4% | -21.3% | -19.2% |
| YTD | +50.5% | +28.9% | +21.6% | +24.1% |
| 1Y | +40.0% | +23.2% | +16.8% | +17.9% |
| 3Y | +175.0% | +26.3% | +148.6% | +115.0% |
| 5Y | +162.0% | +12.0% | +149.9% | +119.7% |
| 10Y | +1,791.8% | +183.2% | +1,608.7% | +629.5% |
| All | +1,791.8% | +187.0% | +1,604.9% | +629.5% |
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