+229.6%
MPWR vs BAM
+78.0%
+151.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.4% |
| 7D | -2.6% | -2.0% | -0.6% | -1.3% |
| 30D | -9.0% | -2.9% | -6.1% | -7.8% |
| 3M | -25.8% | +9.4% | -35.2% | -31.1% |
| 6M | +11.8% | +10.8% | +1.0% | +2.1% |
| YTD | +35.5% | -0.4% | +35.9% | +32.3% |
| 1Y | +45.3% | -10.9% | +56.2% | +53.4% |
| 3Y | +138.5% | +61.3% | +77.2% | +68.9% |
| All | +229.6% | +78.0% | +151.7% | +118.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling