+6,737.8%
MPWR vs AWK
+969.7%
+5,768.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.9% |
| 7D | -2.6% | +1.7% | -4.3% | -3.2% |
| 30D | -9.0% | +5.6% | -14.6% | -11.0% |
| 3M | -25.8% | +15.9% | -41.7% | -30.6% |
| 6M | +11.8% | +4.6% | +7.2% | +8.2% |
| YTD | +35.5% | +10.1% | +25.5% | +28.0% |
| 1Y | +45.3% | +2.1% | +43.2% | +40.6% |
| 3Y | +138.5% | +9.8% | +128.6% | +112.8% |
| 5Y | +152.8% | -15.4% | +168.1% | +153.9% |
| 10Y | +1,616.6% | +129.4% | +1,487.2% | +948.9% |
| All | +6,737.8% | +969.7% | +5,768.2% | +1,715.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling