+155.2%
MPWR vs AR
+143.7%
+11.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.0% |
| 7D | -2.6% | +2.5% | -5.1% | -3.2% |
| 30D | -9.0% | +14.8% | -23.8% | -12.1% |
| 3M | -25.8% | +6.2% | -32.1% | -27.2% |
| 6M | +11.8% | +4.3% | +7.5% | +9.2% |
| YTD | +35.5% | +14.4% | +21.1% | +28.4% |
| 1Y | +45.3% | +21.3% | +24.0% | +34.6% |
| 3Y | +138.5% | +39.8% | +98.6% | +111.6% |
| All | +155.2% | +143.7% | +11.5% | +114.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling