+1,786.5%
MPWR vs CAG
-38.3%
+1,824.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.3% | +16.3% | +16.6% |
| 7D | +11.6% | +4.6% | +7.0% | +11.3% |
| 30D | +0.1% | +14.7% | -14.5% | -0.7% |
| 3M | -0.8% | +2.4% | -3.2% | -1.0% |
| 6M | -13.0% | +10.7% | -23.7% | -14.0% |
| YTD | +53.9% | -5.5% | +59.4% | +54.5% |
| 1Y | +45.8% | -4.6% | +50.4% | +46.1% |
| 3Y | +194.3% | -34.4% | +228.7% | +205.9% |
| 5Y | +160.1% | -39.2% | +199.3% | +170.0% |
| 10Y | +1,786.5% | -39.0% | +1,825.5% | +1,747.0% |
| All | +1,786.5% | -38.3% | +1,824.8% | +1,747.0% |
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