+14,479.0%
MPWR vs AZN
+794.7%
+13,684.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.4% |
| 7D | -2.6% | 0.0% | -2.6% | -2.6% |
| 30D | -9.0% | +0.7% | -9.8% | -9.5% |
| 3M | -25.8% | -10.5% | -15.3% | -23.2% |
| 6M | +11.8% | -19.3% | +31.0% | +21.5% |
| YTD | +35.5% | -10.6% | +46.1% | +39.7% |
| 1Y | +45.3% | +0.5% | +44.8% | +40.5% |
| 3Y | +138.5% | +25.9% | +112.6% | +101.8% |
| 5Y | +152.8% | +52.4% | +100.4% | +89.8% |
| 10Y | +1,616.6% | +220.8% | +1,395.7% | +760.9% |
| All | +14,479.0% | +794.7% | +13,684.4% | +4,306.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling