+32.5%
MPWR vs CAG
-6.8%
+39.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.0% | -11.0% | -2.1% |
| 7D | +4.1% | +9.7% | -5.6% | +9.3% |
| 30D | -14.8% | +15.8% | -30.6% | -7.9% |
| 3M | -5.4% | +1.8% | -7.2% | -2.9% |
| 6M | -19.6% | +11.5% | -31.1% | -12.7% |
| YTD | +39.8% | -6.7% | +46.6% | +45.8% |
| 1Y | +32.5% | -5.6% | +38.2% | +37.5% |
| All | +32.5% | -6.8% | +39.4% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 1y: compounded portfolio wealth divided by compounded CAG 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…
1y analysis · Full analysis span regression · 6 months rolling