+275.1%
MPWR vs BAM
+81.2%
+193.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.2% | -4.1% |
| 7D | +16.8% | -2.7% | +19.5% | +18.9% |
| 30D | +11.9% | +15.5% | -3.7% | +1.4% |
| 3M | +2.2% | -6.9% | +9.1% | +6.3% |
| 6M | -15.5% | +9.9% | -25.4% | -22.5% |
| YTD | +54.2% | +1.4% | +52.8% | +48.1% |
| 1Y | +51.5% | +3.3% | +48.2% | +43.3% |
| 3Y | +180.2% | +83.6% | +96.6% | +85.7% |
| All | +275.1% | +81.2% | +193.8% | +144.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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