+1,129.6%
MPWR vs AVTR
+6.1%
+1,123.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.8% |
| 7D | +27.9% | +3.2% | +24.8% | +26.6% |
| 30D | +9.7% | +0.5% | +9.2% | +9.6% |
| 3M | +1.7% | +12.1% | -10.4% | -3.4% |
| 6M | -9.2% | +91.2% | -100.4% | -32.8% |
| YTD | +60.5% | +36.3% | +24.2% | +35.3% |
| 1Y | +52.0% | +35.2% | +16.8% | +28.1% |
| 3Y | +193.1% | -15.8% | +209.0% | +181.5% |
| 5Y | +167.3% | -58.9% | +226.2% | +269.9% |
| All | +1,129.6% | +6.1% | +1,123.5% | +958.8% |
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