+221.1%
MPWR vs BAM
+86.2%
+134.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +4.6% |
| 7D | -1.7% | +9.7% | -11.5% | -7.6% |
| 30D | -16.5% | +19.0% | -35.5% | -25.8% |
| 3M | -12.3% | +0.6% | -12.8% | -13.5% |
| 6M | -27.7% | +11.1% | -38.8% | -34.2% |
| YTD | +32.0% | +4.2% | +27.8% | +24.5% |
| 1Y | +25.1% | +3.3% | +21.8% | +18.5% |
| 3Y | +146.5% | +88.8% | +57.7% | +60.4% |
| All | +221.1% | +86.2% | +134.9% | +105.9% |
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 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