+1,542.6%
MPWR vs APD
+185.9%
+1,356.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.5% | +6.7% | +6.2% |
| 7D | -1.7% | -3.7% | +1.9% | +0.6% |
| 30D | -16.5% | +9.6% | -26.1% | -21.6% |
| 3M | -12.3% | +1.6% | -13.9% | -13.6% |
| 6M | -27.7% | +2.2% | -29.9% | -29.6% |
| YTD | +32.0% | +25.9% | +6.1% | +10.4% |
| 1Y | +25.1% | +20.1% | +4.9% | +7.0% |
| 3Y | +146.5% | +12.4% | +134.1% | +108.1% |
| 5Y | +126.0% | +11.1% | +114.9% | +89.9% |
| All | +1,542.6% | +185.9% | +1,356.7% | +569.7% |
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