+1,650.0%
MPWR vs AWK
+126.2%
+1,523.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -0.6% | +2.2% | -2.8% | -1.2% |
| 30D | -13.1% | +4.4% | -17.5% | -14.3% |
| 3M | -21.7% | +15.4% | -37.1% | -25.7% |
| 6M | +19.5% | +3.5% | +16.0% | +17.0% |
| YTD | +34.9% | +9.8% | +25.1% | +28.9% |
| 1Y | +42.0% | +3.0% | +39.0% | +38.1% |
| 3Y | +148.8% | +9.7% | +139.2% | +124.8% |
| 5Y | +156.8% | -17.2% | +174.0% | +165.3% |
| 10Y | +1,650.0% | +126.1% | +1,523.9% | +1,143.6% |
| All | +1,650.0% | +126.2% | +1,523.8% | +1,143.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 AWK 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