+1,542.6%
MPWR vs AR
+44.3%
+1,498.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.8% | +6.0% | +5.3% |
| 7D | -1.7% | -14.3% | +12.5% | +0.5% |
| 30D | -16.5% | +1.4% | -18.0% | -16.8% |
| 3M | -12.3% | +3.4% | -15.7% | -13.0% |
| 6M | -27.7% | -2.1% | -25.7% | -28.0% |
| YTD | +32.0% | +4.7% | +27.3% | +29.2% |
| 1Y | +25.1% | +10.6% | +14.5% | +21.1% |
| 3Y | +146.5% | +24.6% | +121.9% | +133.2% |
| 5Y | +126.0% | +71.9% | +54.2% | +102.4% |
| All | +1,542.6% | +44.3% | +1,498.3% | +1,343.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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