+1,607.5%
MPWR vs AZN
+222.4%
+1,385.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -2.2% |
| 7D | -2.3% | -3.1% | +0.8% | -1.0% |
| 30D | -15.4% | +0.6% | -16.0% | -15.8% |
| 3M | -19.4% | -10.8% | -8.6% | -16.6% |
| 6M | +12.7% | -18.1% | +30.9% | +20.9% |
| YTD | +31.3% | -12.3% | +43.6% | +36.0% |
| 1Y | +39.7% | -0.2% | +39.9% | +35.3% |
| 3Y | +142.2% | +23.4% | +118.8% | +107.6% |
| 5Y | +149.0% | +56.4% | +92.6% | +84.1% |
| All | +1,607.5% | +222.4% | +1,385.2% | +844.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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