+205.2%
MPWR vs BAM
+84.5%
+120.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -3.0% | -7.2% | -8.4% |
| 7D | -5.6% | +7.9% | -13.6% | -10.4% |
| 30D | -23.2% | +16.0% | -39.3% | -30.6% |
| 3M | -15.8% | +0.6% | -16.4% | -17.0% |
| 6M | -28.5% | +10.5% | -39.0% | -34.8% |
| YTD | +25.5% | +3.2% | +22.2% | +19.0% |
| 1Y | +13.9% | +1.0% | +12.9% | +9.6% |
| 3Y | +134.6% | +84.2% | +50.3% | +54.6% |
| All | +205.2% | +84.5% | +120.7% | +96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling