+1,079.1%
MPWR vs AVTR
+8.1%
+1,071.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.8% | +13.8% | +15.4% |
| 7D | +11.6% | +1.9% | +9.7% | +11.0% |
| 30D | +0.1% | +1.5% | -1.4% | -0.4% |
| 3M | -0.8% | +17.1% | -17.9% | -7.5% |
| 6M | -13.0% | +91.5% | -104.5% | -35.8% |
| YTD | +53.9% | +38.8% | +15.1% | +28.7% |
| 1Y | +45.8% | +37.7% | +8.1% | +21.9% |
| 3Y | +194.3% | -13.5% | +207.7% | +179.0% |
| 5Y | +160.1% | -59.3% | +219.5% | +262.2% |
| All | +1,079.1% | +8.1% | +1,071.1% | +907.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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