+1,788.2%
MPWR vs AZO
+334.0%
+1,454.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.2% | -4.0% |
| 7D | +16.8% | +1.3% | +15.5% | +16.3% |
| 30D | +11.9% | +12.0% | -0.1% | +6.6% |
| 3M | +2.2% | +7.2% | -5.0% | -1.3% |
| 6M | -15.5% | -3.2% | -12.3% | -16.1% |
| YTD | +54.2% | -3.9% | +58.1% | +52.7% |
| 1Y | +51.5% | -14.7% | +66.1% | +57.8% |
| 3Y | +180.2% | +20.4% | +159.8% | +138.4% |
| 5Y | +156.8% | +72.8% | +83.9% | +80.8% |
| All | +1,788.2% | +334.0% | +1,454.2% | +838.4% |
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