+938.1%
MPWR vs AVTR
+1.7%
+936.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.3% | +1.4% |
| 7D | -2.6% | +2.7% | -5.3% | -3.7% |
| 30D | -9.0% | +12.1% | -21.1% | -13.4% |
| 3M | -25.8% | +57.2% | -83.1% | -39.9% |
| 6M | +11.8% | +73.1% | -61.3% | -13.9% |
| YTD | +35.5% | +30.6% | +4.9% | +16.5% |
| 1Y | +45.3% | +13.5% | +31.8% | +28.3% |
| 3Y | +138.5% | -31.0% | +169.5% | +153.0% |
| 5Y | +152.8% | -63.2% | +216.0% | +267.0% |
| All | +938.1% | +1.7% | +936.4% | +811.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling