+14,479.0%
MPWR vs AU
+254.2%
+14,224.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.2% | +1.2% |
| 7D | -2.6% | -3.6% | +1.1% | -2.1% |
| 30D | -9.0% | +23.9% | -32.9% | -11.9% |
| 3M | -25.8% | +19.1% | -44.9% | -27.9% |
| 6M | +11.8% | -0.2% | +11.9% | +11.0% |
| YTD | +35.5% | +32.5% | +3.0% | +29.3% |
| 1Y | +45.3% | +96.9% | -51.6% | +31.2% |
| 3Y | +138.5% | +614.7% | -476.3% | +78.8% |
| 5Y | +152.8% | +647.7% | -494.9% | +85.4% |
| 10Y | +1,616.6% | +679.2% | +937.4% | +1,078.7% |
| All | +14,479.0% | +254.2% | +14,224.9% | +8,690.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling