+155.2%
MPWR vs APD
+27.6%
+127.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.3% |
| 7D | -2.6% | -2.2% | -0.4% | -1.5% |
| 30D | -9.0% | +2.1% | -11.1% | -10.2% |
| 3M | -25.8% | +7.2% | -33.0% | -29.1% |
| 6M | +11.8% | +11.2% | +0.5% | +4.6% |
| YTD | +35.5% | +24.4% | +11.1% | +18.2% |
| 1Y | +45.3% | +6.7% | +38.6% | +37.6% |
| 3Y | +138.5% | +9.2% | +129.2% | +116.0% |
| All | +155.2% | +27.6% | +127.6% | +78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling