+43.1%
MPWR vs CAG
-5.3%
+48.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.3% | +16.3% | +16.8% |
| 7D | +11.6% | +4.6% | +7.0% | +14.8% |
| 30D | +0.1% | +14.7% | -14.5% | +8.3% |
| 3M | -0.8% | +2.4% | -3.2% | +2.4% |
| 6M | -13.0% | +10.7% | -23.7% | -4.6% |
| YTD | +53.9% | -5.5% | +59.4% | +61.5% |
| All | +43.1% | -5.3% | +48.4% | +50.4% |
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