+6,560.9%
MPWR vs AWK
+1,042.6%
+5,518.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.4% | +6.6% | +5.7% |
| 7D | -1.7% | +4.1% | -5.8% | -3.3% |
| 30D | -16.5% | +18.0% | -34.5% | -21.8% |
| 3M | -12.3% | +12.2% | -24.5% | -16.6% |
| 6M | -27.7% | +21.2% | -49.0% | -34.0% |
| YTD | +32.0% | +17.6% | +14.4% | +21.0% |
| 1Y | +25.1% | +19.2% | +5.9% | +13.7% |
| 3Y | +146.5% | +26.7% | +119.8% | +105.4% |
| 5Y | +126.0% | -1.3% | +127.4% | +111.5% |
| 10Y | +1,582.7% | +159.7% | +1,423.1% | +871.7% |
| All | +6,560.9% | +1,042.6% | +5,518.4% | +1,615.9% |
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