+1,921.6%
MPWR vs CAG
-35.6%
+1,957.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -2.4% | +11.3% | +9.0% |
| 7D | +17.3% | -1.8% | +19.0% | +17.3% |
| 30D | +12.1% | +9.7% | +2.4% | +11.4% |
| 3M | +5.6% | +0.5% | +5.1% | +5.5% |
| 6M | -10.7% | +8.9% | -19.6% | -11.7% |
| YTD | +64.0% | -8.4% | +72.3% | +64.8% |
| 1Y | +55.9% | -8.3% | +64.2% | +56.6% |
| 3Y | +199.5% | -36.1% | +235.6% | +211.2% |
| 5Y | +176.6% | -40.1% | +216.7% | +186.3% |
| 10Y | +1,921.6% | -36.9% | +1,958.5% | +1,779.6% |
| All | +1,921.6% | -35.6% | +1,957.2% | +1,779.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling