+1,679.2%
MPWR vs NI
+136.8%
+1,542.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -1.3% | +1.3% | -2.5% | -1.8% |
| 30D | -12.8% | -0.3% | -12.6% | -12.8% |
| 3M | -21.3% | -9.5% | -11.8% | -18.6% |
| 6M | +13.7% | -10.2% | +24.0% | +17.9% |
| YTD | +33.3% | +1.8% | +31.5% | +31.2% |
| 1Y | +41.3% | +5.7% | +35.6% | +36.7% |
| 3Y | +145.8% | +69.6% | +76.2% | +92.0% |
| 5Y | +155.6% | +95.8% | +59.9% | +84.2% |
| 10Y | +1,679.2% | +145.1% | +1,534.1% | +1,083.0% |
| All | +1,679.2% | +136.8% | +1,542.4% | +1,083.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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