+176.6%
MPWR vs ASX
+538.6%
-362.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +6.6% | +2.3% | +3.4% |
| 7D | +17.3% | +0.8% | +16.4% | +14.9% |
| 30D | +12.1% | -20.4% | +32.5% | +31.5% |
| 3M | +5.6% | -2.1% | +7.8% | +2.5% |
| 6M | -10.7% | +8.2% | -18.9% | -24.8% |
| YTD | +64.0% | +137.3% | -73.3% | -35.2% |
| 1Y | +55.9% | +155.0% | -99.1% | -42.7% |
| 3Y | +199.5% | +397.9% | -198.5% | -45.7% |
| 5Y | +176.6% | +529.2% | -352.7% | -60.6% |
| All | +176.6% | +538.6% | -362.0% | -60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling