+152.7%
MPWR vs AZN
+52.2%
+100.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.7% |
| 7D | -1.3% | -2.9% | +1.6% | -0.5% |
| 30D | -12.8% | -3.1% | -9.8% | -12.2% |
| 3M | -21.3% | -14.4% | -6.9% | -18.3% |
| 6M | +13.7% | -19.5% | +33.2% | +20.4% |
| YTD | +33.3% | -13.8% | +47.0% | +37.3% |
| 1Y | +41.3% | -2.4% | +43.7% | +38.5% |
| 3Y | +145.8% | +21.3% | +124.5% | +118.5% |
| All | +152.7% | +52.2% | +100.5% | +109.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling