+1,786.5%
MPWR vs ASX
+849.3%
+937.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +8.6% | +8.0% | +10.5% |
| 7D | +11.6% | -12.3% | +23.9% | +21.3% |
| 30D | +0.1% | -26.0% | +26.1% | +20.8% |
| 3M | -0.8% | -8.1% | +7.3% | +1.9% |
| 6M | -13.0% | +1.4% | -14.4% | -19.2% |
| YTD | +53.9% | +115.6% | -61.7% | -17.9% |
| 1Y | +45.8% | +128.0% | -82.2% | -25.5% |
| 3Y | +194.3% | +371.4% | -177.1% | -9.8% |
| 5Y | +160.1% | +469.4% | -309.3% | -28.1% |
| 10Y | +1,786.5% | +842.6% | +943.9% | +260.0% |
| All | +1,786.5% | +849.3% | +937.2% | +260.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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