+1,607.5%
MPWR vs AZO
+297.5%
+1,310.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.1% |
| 7D | -2.3% | -2.9% | +0.6% | -1.1% |
| 30D | -15.4% | -5.3% | -10.1% | -13.7% |
| 3M | -19.4% | -7.3% | -12.0% | -17.9% |
| 6M | +12.7% | -22.7% | +35.4% | +23.4% |
| YTD | +31.3% | -15.0% | +46.4% | +37.4% |
| 1Y | +39.7% | -32.2% | +71.9% | +60.4% |
| 3Y | +142.2% | +10.0% | +132.2% | +114.2% |
| 5Y | +149.0% | +85.8% | +63.1% | +68.7% |
| All | +1,607.5% | +297.5% | +1,310.0% | +802.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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