+134.3%
MPWR vs BAM
+84.2%
+50.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -3.0% | -7.2% | -8.3% |
| 7D | -5.6% | +7.9% | -13.6% | -10.7% |
| 30D | -23.2% | +16.0% | -39.3% | -31.1% |
| 3M | -15.8% | +0.6% | -16.4% | -17.1% |
| 6M | -28.5% | +10.5% | -39.0% | -35.3% |
| YTD | +25.5% | +3.2% | +22.2% | +18.5% |
| 1Y | +13.9% | +1.0% | +12.9% | +9.3% |
| All | +134.3% | +84.2% | +50.1% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling