+16,489.1%
MPWR vs AU
+180.2%
+16,308.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.5% | -2.4% | -3.7% |
| 7D | +16.8% | -7.2% | +24.0% | +18.2% |
| 30D | +11.9% | -2.9% | +14.7% | +12.3% |
| 3M | +2.2% | -8.7% | +10.9% | +3.4% |
| 6M | -15.5% | -14.1% | -1.3% | -14.0% |
| YTD | +54.2% | +4.8% | +49.4% | +52.1% |
| 1Y | +51.5% | +11.9% | +39.6% | +48.0% |
| 3Y | +180.2% | +513.8% | -333.6% | +116.0% |
| 5Y | +156.8% | +379.3% | -222.5% | +99.6% |
| 10Y | +1,801.1% | +837.1% | +964.0% | +1,181.1% |
| All | +16,489.1% | +180.2% | +16,308.9% | +10,241.2% |
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