+153.2%
MPWR vs AZN
+25.4%
+127.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.9% |
| 7D | -1.3% | -2.9% | +1.6% | -0.8% |
| 30D | -12.8% | -3.1% | -9.8% | -12.4% |
| 3M | -21.3% | -14.4% | -6.9% | -19.5% |
| 6M | +13.7% | -19.5% | +33.2% | +18.3% |
| YTD | +33.3% | -13.8% | +47.0% | +35.7% |
| 1Y | +41.3% | -2.4% | +43.7% | +38.8% |
| All | +153.2% | +25.4% | +127.8% | +139.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling