+148.8%
MPWR vs AU
+624.5%
-475.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.2% |
| 7D | -0.6% | -0.3% | -0.3% | -0.6% |
| 30D | -13.1% | +12.8% | -25.8% | -15.7% |
| 3M | -21.7% | +28.5% | -50.2% | -26.8% |
| 6M | +19.5% | +4.8% | +14.7% | +16.4% |
| YTD | +34.9% | +31.0% | +4.0% | +25.5% |
| 1Y | +42.0% | +81.4% | -39.5% | +23.9% |
| 3Y | +148.8% | +618.4% | -469.6% | +72.6% |
| All | +148.8% | +624.5% | -475.7% | +72.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling