+1,677.2%
MPWR vs AU
+699.0%
+978.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.5% | +3.6% | +4.0% |
| 7D | +0.9% | -4.3% | +5.1% | +1.5% |
| 30D | -13.4% | +7.3% | -20.7% | -14.4% |
| 3M | -22.2% | +26.3% | -48.5% | -25.1% |
| 6M | +15.7% | +1.8% | +13.9% | +14.5% |
| YTD | +36.7% | +26.8% | +9.9% | +31.4% |
| 1Y | +47.9% | +66.7% | -18.8% | +37.3% |
| 3Y | +159.7% | +579.1% | -419.4% | +102.7% |
| 5Y | +159.1% | +689.3% | -530.2% | +97.8% |
| All | +1,677.2% | +699.0% | +978.2% | +1,358.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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