+180.2%
MPWR vs AZN
+53.8%
+126.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -4.0% | -3.9% |
| 7D | +16.8% | -1.1% | +17.9% | +17.0% |
| 30D | +11.9% | +13.8% | -2.0% | +10.1% |
| 3M | +2.2% | +17.3% | -15.1% | +0.1% |
| 6M | -15.5% | -1.7% | -13.7% | -15.1% |
| YTD | +54.2% | +1.4% | +52.8% | +53.5% |
| 1Y | +51.5% | +5.2% | +46.3% | +49.5% |
| 3Y | +180.2% | +52.6% | +127.6% | +171.7% |
| All | +180.2% | +53.8% | +126.4% | +171.7% |
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 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