+152.7%
MPWR vs AZO
+86.8%
+65.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.8% |
| 7D | -1.3% | -0.8% | -0.5% | -1.0% |
| 30D | -12.8% | -5.1% | -7.7% | -11.6% |
| 3M | -21.3% | -7.2% | -14.1% | -20.2% |
| 6M | +13.7% | -20.7% | +34.5% | +21.8% |
| YTD | +33.3% | -14.2% | +47.4% | +38.0% |
| 1Y | +41.3% | -32.2% | +73.5% | +60.2% |
| 3Y | +145.8% | +11.1% | +134.7% | +109.4% |
| All | +152.7% | +86.8% | +65.8% | +53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling