+40.0%
MPWR vs AR
+9.7%
+30.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +4.3% | +9.7% | +14.6% |
| 7D | +2.2% | -5.8% | +8.0% | +0.7% |
| 30D | -2.1% | +4.8% | -6.9% | -1.0% |
| 3M | -1.6% | +1.5% | -3.1% | -0.9% |
| 6M | -14.9% | +4.7% | -19.6% | -13.2% |
| YTD | +50.5% | +9.2% | +41.3% | +51.3% |
| 1Y | +40.0% | +11.2% | +28.8% | +40.7% |
| All | +40.0% | +9.7% | +30.3% | +40.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling